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COALITION FOR THE HOMELESS — COALITION FOR THE HOMELESS 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251003054337NAL0001080433001
COALITION FOR THE HOMELESS
Form 5500-SF
FILING_RECEIVED
COALITION FOR THE HOMELESS 403(B) PLAN
401(k) retirement plan
Active participants
113
Accounts w/ balance
58
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
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
COALITION FOR THE HOMELESS
.
Find decision makers
Plan sponsor
Name
COALITION FOR THE HOMELESS
EIN
52-1245499
Address
1234 MASSACHUSETTS AVE., NW · SUITE #C-1015 · WASHINGTON, DC · 20005
Phone
(202) 347-8870
Industry
Health Care & Social Assistance
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
2025-10-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
COMMUNITY SERVICES AGENCY
COMMUNITY SERVICES AGENCY OF MOUNTAIN VIEW & LOS ALTOS
$3.2M · 22 participants
ST. MATTHEW'S HOUSE, INC.
ST. MATTHEW'S HOUSE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
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MARKET STREET MISSION
MARKET STREET MISSION 401(K) PROFIT SHARING PLAN
$3.2M · 74 participants
THE MONTGOMERY COUNTY COALITION FOR THE HOMELESS INC.
MONTGOMERY COUNTY COALITION FOR THE HOMELESS 403B PLAN
$3.2M · 206 participants
RUPCO, INC.
80
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
51% balance-to-active ratio — below typical for a healthy 401(k).
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
403(B) THRIFT PLAN FOR RUPCO, INC
$3.2M · 98 participants
PUERTO RICO COMMUNITY FOUNDATION
PUERTO RICO COMMUNITY FOUNDATION SAVINGS PLAN
$3.2M · 12 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
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$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
