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COMMUNITY FOUNDATION OF GREATER DUBUQUE — COMMUNITY FOUNDATION OF GREATER DUBUQUE 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250717140502NAL0000404833001
COMMUNITY FOUNDATION OF GREATER DUBUQUE
Form 5500-SF
FILING_RECEIVED
COMMUNITY FOUNDATION OF GREATER DUBUQUE 403(B) PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
37
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
COMMUNITY FOUNDATION OF GREATER DUBUQUE
.
Find decision makers
Plan sponsor
Name
COMMUNITY FOUNDATION OF GREATER DUBUQUE
EIN
42-1526614
Address
700 LOCUST STREET SUITE 195 · DUBUQUE, IA · 52001
Phone
(563) 588-2700
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
2025-07-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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AFFORDABLE HOUSING CONNECTIONS INC.
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AFFORDABLE HOUSING CONNECTIONS INC. 401K PLAN
$2.3M · 13 participants
JEWISH COLUMBUS
JEWISH COLUMBUS 401(K) PLAN
$2.3M · 32 participants
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PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
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PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
