How big is Charitable Allies Inc.'s plan?

Charitable Allies Inc.'s plan reported $518K in assets and 9 participants for 2024.

Original filing (PDF)20250520092731NAL0004561442001

Charitable Allies Inc.

Name: Charitable Allies Inc. — Charitable Allies, Inc., Form 5500 (2024)
Creator: Charitable Allies Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charitable Allies, Inc. 403(b) Plan

403(b) retirement plan · Charitable Allies Inc.'s Charitable Allies, Inc. 403(b) Plan held $518K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$518K

Net assets (EOY)

$518K

Plan identifiers

Charitable Allies Inc.'s EIN is 35-1615544.

EIN 35-1615544

Plan number 001

Plan year 2024

ACK ID 20250520092731NAL0004561442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charitable Allies Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charitable Allies Inc.'s plan includes profit-sharing, 403(b) custodial accounts, a default investment (QDIA), a 403(b) annuity.

Decision-maker contacts

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

CHARITABLE ALLIES INC.

EIN

all filings

Address

3500 DEPAUW BLVD · SUITE 3090 · INDIANAPOLIS, IN · 46268

Phone

(317) 333-6065

Industry

Professional & Technical Services

Plan administrator