Back to filter
Original filing (PDF)20250214145635NAL0041157104001
READING IS FUNDAMENTAL, INC.
Form 5500-SF
FILING_RECEIVED
READING IS FUNDAMENTAL, INC. RETIREMENT PLAN
403(b) retirement plan
Active participants
33
Accounts w/ balance
78
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for READING IS FUNDAMENTAL, INC..
Plan sponsor
Name
READING IS FUNDAMENTAL, INC.
EIN
52-0976257
Address
750 FIRST STREET NE · SUITE 920 · WASHINGTON, DC · 20002
Phone
(202) 536-3400
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
2025-02-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
THE PACIFIC FOREST TRUST, INC
PACIFIC FOREST TRUST DEFERRED ANNUITY PLAN
$5.1M · 21 participants
MARINE CORPS ASSOCIATION
MCA PENSION / SAVINGS PLAN
$5.1M · 75 participants
TEMPLE SHOLOM OF CHICAGO
TEMPLE SHOLOM OF CHICAGO EMPLOYEE SAVINGS AND 401(K) PLAN
$5.1M · 38 participants
TINKER FOUNDATION, INC.
TINKER FOUNDATION 401(K) PLAN
$5.1M · 5 participants
THE STARR FOUNDATION
THE STARR FOUNDATION INCENTIVE SAVINGS PLAN
$5.1M · 7 participants
SOCIETY OF DIAGNOSTIC MEDICAL
SOCIETY OF DIAGNOSTIC MEDICAL 401(K) PROFIT SHARING PLAN & TRUST
$5.1M · 17 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
