How big is Charles M. Bauervic Foundation,Inc.'s plan?

Charles M. Bauervic Foundation,Inc.'s plan reported $599K in assets and 1 participants for 2024.

Original filing (PDF)20250728134321NAL0000937587001

Charles M. Bauervic Foundation,Inc.

Name: Charles M. Bauervic Foundation,Inc. — Charles M., Form 5500 (2024)
Creator: Charles M. Bauervic Foundation,Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles M. Bauervic Foundation, Inc. 403(b) Plan

403(b) retirement plan · Charles M. Bauervic Foundation,Inc.'s Charles M. Bauervic Foundation, Inc. 403(b) Plan held $599K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$599K

Net assets (EOY)

$599K

Plan identifiers

Charles M. Bauervic Foundation,Inc.'s EIN is 38-6146352.

EIN 38-6146352

Plan number 001

Plan year 2024

ACK ID 20250728134321NAL0000937587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles M. Bauervic Foundation,Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles M. Bauervic Foundation,Inc.'s plan includes 403(b) custodial accounts.

Decision-maker contacts

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

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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