Back to filter
Original filing (PDF)20251208113715NAL0001980369001
STONELEIGH FOUNDATION
Form 5500-SF
FILING_RECEIVED
STONELEIGH FOUNDATION SAVINGS PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
9
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STONELEIGH FOUNDATION.
Plan sponsor
Name
STONELEIGH FOUNDATION
EIN
37-1526458
Address
123 SOUTH BROAD STREET SUITE 1630 · PHILADELPHIA, PA · 19109
Phone
(215) 735-7080
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
SHERIFFSASSOCIATION OF TEXAS INC.
SHERIFFS ASSOCIATION OF TEXAS, INC 401(K)/PROFIT SHARING PLAN
$1.6M · 2 participants
HISTORICAL SOCIETY OF MICHIGAN
HISTORICAL SOCIETY OF MICHIGAN 403(B) TDA PLAN
$1.6M · 25 participants
NEW JERSEY BUILDERS ASSOCIATION
NEW JERSEY BUILDERS ASSOCIATION 401(K) PLAN
$1.6M · 4 participants
THE JACKSON FOUNDATION INCORPORATED
THE JACKSON FOUNDATION EMPLOYEE'S RETIREMENT PLAN
$1.6M · 6 participants
SPRINGFIELD JEWISH COMMUNITY CENTER , INC.
SPRINGFIELD JEWISH COMMUNITY CENTER, INC. 403(B) PLAN I
$1.6M · 24 participants
RACINE COUNTY ECONOMIC DEVELOPMENT CORPORATION
RACINE COUNTY ECONOMIC DEVELOPMENT CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
$1.6M · 13 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B