How big is The Theodore Roosevelt Medora Foundation's plan?

The Theodore Roosevelt Medora Foundation's plan reported $6.2M in assets and 94 participants for 2024.

Original filing (PDF)20250708125117NAL0004691057001

The Theodore Roosevelt Medora Foundation

Name: The Theodore Roosevelt Medora Foundation — Form 5500 Plan 002 (2024)
Creator: The Theodore Roosevelt Medora Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Theodore Roosevelt Medora Foundation 401(k) Plan

401(k) retirement plan · The Theodore Roosevelt Medora Foundation's The Theodore Roosevelt Medora Foundation 401(k) Plan held $6.2M in plan assets for 94 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

Emily KLYM signed The Theodore Roosevelt Medora Foundation's 2024 Form 5500 as plan administrator.

Emily KLYM — 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

The Theodore Roosevelt Medora Foundation's EIN is 45-0397662.

EIN 45-0397662

Plan number 002

Plan year 2024

ACK ID 20250708125117NAL0004691057001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Theodore Roosevelt Medora Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Theodore Roosevelt Medora Foundation'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 THE THEODORE ROOSEVELT MEDORA FOUNDATION.

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Plan health score

Above-average plan

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