Original filing (PDF)20250717091206NAL0000060000001

Theodore Roosevelt Presidential Library Foundation

Name: Theodore Roosevelt Presidential Library Foundation — Form 5500 Plan 001 (2024)
Creator: Theodore Roosevelt Presidential Library Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Theodore Roosevelt Presidential Library Foundation 403(b) Plan

403(b) retirement plan · Theodore Roosevelt Presidential Library Foundation's Theodore Roosevelt Presidential Library Foundation 403(b) Plan held $1.8M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

KAY McConagha signed Theodore Roosevelt Presidential Library Foundation's 2024 Form 5500 as plan administrator.

KAY McConagha — 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

Theodore Roosevelt Presidential Library Foundation's EIN is 47-1324043.

EIN 47-1324043

Plan number 001

Plan year 2024

ACK ID 20250717091206NAL0000060000001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Theodore Roosevelt Presidential Library Foundation's plan includes profit-sharing, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THEODORE ROOSEVELT PRESIDENTIAL LIBRARY FOUNDATION.

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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