How big is Colonial Williamsburg Foundation's plan?

Colonial Williamsburg Foundation's plan reported $2.4M in assets and 26 participants for 2024.

Original filing (PDF)20251013142349NAL0003251458001

Colonial Williamsburg Foundation

Name: Colonial Williamsburg Foundation — Frozen 403(b), Form 5500 (2024)
Creator: Colonial Williamsburg Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Frozen 403(b) Program for Employees of the Colonial Williamsburg Foundation

403(b) retirement plan · Colonial Williamsburg Foundation's Frozen 403(b) Program for Employees of the Colonial Williamsburg Foundation held $2.4M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Jacquelyn Ferree signed Colonial Williamsburg Foundation's 2024 Form 5500 as plan administrator.

Jacquelyn Ferree — 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

Colonial Williamsburg Foundation's EIN is 54-0505888.

EIN 54-0505888

Plan number 005

Plan year 2024

ACK ID 20251013142349NAL0003251458001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Colonial Williamsburg Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Colonial Williamsburg Foundation's plan includes 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLONIAL WILLIAMSBURG FOUNDATION.

Finding similar companies…

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 (95th percentile).

Plan sponsor

Name

COLONIAL WILLIAMSBURG FOUNDATION

EIN

all filings

Address

PO BOX 1776 · WILLIAMSBURG, VA · 231871776

Phone

(757) 229-1000

Industry

Arts, Entertainment, Recreation

Plan administrator