How big is Initiative Foundation's plan?

Initiative Foundation's plan reported $4.2M in assets and 33 participants for 2024.

Original filing (PDF)20250625120052NAL0019314402001

Initiative Foundation

Name: Initiative Foundation — Initiative Foundation 401(k), Form 5500 (2024)
Creator: Initiative Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Initiative Foundation 401(k) Plan

401(k) retirement plan · Initiative Foundation's Initiative Foundation 401(k) Plan held $4.2M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Michele Miller signed Initiative Foundation's 2024 Form 5500 as plan administrator.

Michele Miller — 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

Initiative Foundation's EIN is 36-3451562.

EIN 36-3451562

Plan number 001

Plan year 2024

ACK ID 20250625120052NAL0019314402001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Initiative Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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