How big is UWRF Foundation, Inc.'s plan?

UWRF Foundation, Inc.'s plan reported $470K in assets and 4 participants for 2024.

Original filing (PDF)20251009100638NAL0006413793001

UWRF Foundation, Inc.

Name: UWRF Foundation, Inc. — UWRF Foundation 401(k), Form 5500 (2024)
Creator: UWRF Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UWRF Foundation 401(k)

401(k) retirement plan · UWRF Foundation, Inc.'s UWRF Foundation 401(k) held $470K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

People on this filing

AMY Zimmer signed UWRF Foundation, Inc.'s 2024 Form 5500 as plan administrator.

AMY Zimmer — 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

UWRF Foundation, Inc.'s EIN is 39-6064630.

EIN 39-6064630

Plan number 001

Plan year 2024

ACK ID 20251009100638NAL0006413793001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

UWRF Foundation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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