Original filing (PDF)20251013115814NAL0000571763001

THE UNIVERSITY OF TOLEDO FOUNDATION

Name: THE UNIVERSITY OF TOLEDO FOUNDATION — THE UNIVERSITY OF TOLEDO FOUNDATION 403B DC PLAN, Form 5500 (2024)
Creator: THE UNIVERSITY OF TOLEDO FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE UNIVERSITY OF TOLEDO FOUNDATION 403B DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE UNIVERSITY OF TOLEDO FOUNDATION.

Plan sponsor

Name

THE UNIVERSITY OF TOLEDO FOUNDATION

EIN

34-6555110

Address

4510 DORR ST MAILSTOP 820 · TOLEDO, OH · 43615

Phone

(419) 530-5301

Industry

Educational Servicessee all

Plan administrator