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Original filing (PDF)20251013142349NAL0003251458001
COLONIAL WILLIAMSBURG FOUNDATION
Form 5500-SF
FILING_RECEIVED
FROZEN 403(B) PROGRAM FOR EMPLOYEES OF THE COLONIAL WILLIAMSBURG FOUNDATION
403(b) retirement plan
Active participants
26
Accounts w/ balance
56
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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 COLONIAL WILLIAMSBURG FOUNDATION.
Plan sponsor
Name
COLONIAL WILLIAMSBURG FOUNDATION
EIN
54-0505888
Address
PO BOX 1776 · WILLIAMSBURG, VA · 231871776
Phone
(757) 229-1000
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2M · 403(b)(7) custodial accounts
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
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