Original filing (PDF)20240903134606NAL0010584179001

Washington Regional Association of Grantmakers

Name: Washington Regional Association of Grantmakers — Form 5500 Plan 001 (2023)
Creator: Washington Regional Association of Grantmakers
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WRAG 403(b) Plan

403(b) retirement plan · Washington Regional Association of Grantmakers' WRAG 403(b) Plan held $822K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$822K

Net assets (EOY)

$822K

People on this filing

Aubrie Odell signed Washington Regional Association of Grantmakers' 2023 Form 5500 as plan administrator.

Aubrie Odell — 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

Washington Regional Association of Grantmakers' EIN is 52-1756853.

EIN 52-1756853

Plan number 001

Plan year 2023

ACK ID 20240903134606NAL0010584179001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Washington Regional Association of Grantmakers from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Washington Regional Association of Grantmakers' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS

EIN

all filings

Address

1100 NEW JERSEY AVE SE STE 710 · WASHINGTON, DC · 20003

Phone

(202) 939-3440

Industry

Other Services (ex. Public Admin)

Plan administrator