How big is Community Foundation of Greater Dubuque's plan?

Community Foundation of Greater Dubuque's plan reported $2.3M in assets and 30 participants for 2024.

Original filing (PDF)20250717140502NAL0000404833001

Community Foundation of Greater Dubuque

Name: Community Foundation of Greater Dubuque — Form 5500 Plan 001 (2024)
Creator: Community Foundation of Greater Dubuque
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Community Foundation of Greater Dubuque 403(b) Plan

401(k) retirement plan · Community Foundation of Greater Dubuque's Community Foundation of Greater Dubuque 403(b) Plan held $2.3M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Community Foundation of Greater Dubuque's EIN is 42-1526614.

EIN 42-1526614

Plan number 001

Plan year 2024

ACK ID 20250717140502NAL0000404833001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Community Foundation of Greater Dubuque's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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

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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