How big is The Great Books Foundation's plan?

The Great Books Foundation's plan reported $2.8M in assets and 17 participants for 2024.

Original filing (PDF)20251114134445NAL0006154530001

The Great Books Foundation

Name: The Great Books Foundation — The Great Books, Form 5500 (2024)
Creator: The Great Books Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Great Books Foundation Employee Retirement Savings Plan

403(b) retirement plan · The Great Books Foundation's The Great Books Foundation Employee Retirement Savings Plan held $2.8M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Peter Walton signed The Great Books Foundation's 2024 Form 5500 as plan administrator.

Peter Walton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Great Books Foundation's EIN is 36-2182034.

EIN 36-2182034

Plan number 002

Plan year 2024

ACK ID 20251114134445NAL0006154530001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Great Books Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Great Books Foundation's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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