· 2022–2024 · DOL EFAST2

LA CROSSE COMMUNITY FOUNDATION — LA CROSSE COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN, Form 5500 (2024)

Original filing (PDF)20250710161010NAL0006748449001

LA CROSSE COMMUNITY FOUNDATION

Form 5500-SF

FILING_RECEIVED

LA CROSSE COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

8

Accounts w/ balance

11

Plan assets (EOY)

$286K

Net assets (EOY)

$286K

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

77

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

LA CROSSE COMMUNITY FOUNDATION

EIN

39-6037996all filings

Address

601 7TH STREET N · SUITE 203 · LA CROSSE, WI · 54601

Phone

(608) 782-3223

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

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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