Original filing (PDF)20250703152101NAL0001190528001

ROY J. CARVER CHARITABLE TRUST

Name: ROY J. CARVER CHARITABLE TRUST — ROY J. CARVER CHARITABLE TRUST 403(B) PLAN, Form 5500 (2024)
Creator: ROY J. CARVER CHARITABLE TRUST

Form 5500-SF

FILING_RECEIVED

ROY J. CARVER CHARITABLE TRUST 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROY J. CARVER CHARITABLE TRUST.

Plan sponsor

Name

ROY J. CARVER CHARITABLE TRUST

EIN

42-1186589

Address

202 IOWA AVENUE · MUSCATINE, IA · 52761

Phone

(563) 263-4010

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

2025-07-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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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