The Colonial Williamsburg Foundation's EIN is 54-0505888.
Download the official 2024 Form 5500 (PDF) for The Colonial Williamsburg Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Colonial Williamsburg Foundation's plan includes a defined-benefit pension formula.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE CUSTODIAN | $118K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INSTITUTIONAL ASSET | 20-2159373 | — | ACCOUNT MANAGEMENT |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| $71K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTURE EVERGREEN FUND | 20-5583068 | — | INVESTMENT MANAGEMENT | $424K | — |
| STRATEGIC INVESTMENT GROUP | 54-1540117 | — | INVESTMENT MANAGEMENT | $335K | — |
| VOYA INVESTMENT TRUST CO. | — | WINDSOR, CT | INVESTMENT MANAGEMENT | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA | 13-5381590 | — | AUDITOR | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | ACTUARY | $728K | — |
