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ARTHRITIS FOUNDATION, UPPER MIDWEST REGION, INC. RETIREMENT PLAN — Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250715153730NAL0002293953001
ARTHRITIS FOUNDATION, UPPER MIDWEST REGION, INC. RETIREMENT PLAN
Form 5500-SF
FILING_RECEIVED
ARTHRITIS FOUNDATION, UPPER MIDWEST REGION, INC. RETIREMENT PLAN
403(b) retirement plan
Active participants
—
Accounts w/ balance
6
Plan assets (EOY)
$145K
Net assets (EOY)
$145K
Plan health score (directional)
87
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ARTHRITIS FOUNDATION, UPPER MIDWEST REGION, INC. RETIREMENT PLAN
.
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Plan sponsor
Name
ARTHRITIS FOUNDATION, UPPER MIDWEST REGION, INC. RETIREMENT PLAN
DBA
THE ARTHRITIS FOUNDATION, INC.
EIN
39-0860526
Address
1355 PEACHTREE ST NE STE 600 · ATLANTA, GA · 303093234
Phone
(470) 588-9526
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2M · 403(b)(7) custodial accounts
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 providers
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CLI PRISON ALLIANCE
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Knocking points off
No active participants reported but plan still holds assets.
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.
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