How big is Greater Milwaukee Foundation's plan?

Greater Milwaukee Foundation's plan reported $11.1M in assets and 68 participants for 2024.

Original filing (PDF)20251002163356NAL0001118144001

Greater Milwaukee Foundation

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

Form 5500-SF

FILING_RECEIVED

Greater Milwaukee Foundation 403(b) Plan

403(b) retirement plan · Greater Milwaukee Foundation's Greater Milwaukee Foundation 403(b) Plan held $11.1M in plan assets for 68 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

People on this filing

Yelena Chester signed Greater Milwaukee Foundation's 2024 Form 5500 as plan administrator.

Yelena Chester — 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

Greater Milwaukee Foundation's EIN is 39-6036407.

EIN 39-6036407

Plan number 003

Plan year 2024

ACK ID 20251002163356NAL0001118144001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Greater Milwaukee Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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