George GUND Foundation Employees Tax Sheltered Annuity Plan
403(b) retirement plan · George GUND Foundation's George GUND Foundation Employees Tax Sheltered Annuity Plan held $6.5M in plan assets for 12 participants in 2024.
Active participants
12
Accounts w/ balance
18
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
89
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEORGE GUND FOUNDATION.
