How big is The VMI Foundation's plan?

The VMI Foundation's plan reported $12.5M in assets and 42 participants for 2024.

Original filing (PDF)20250221094253NAL0010148688001

The VMI Foundation

Name: The VMI Foundation — The VMI Affiliated, Form 5500 (2024)
Creator: The VMI Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The VMI Affiliated Organizations Tax Sheltered Annuity Plan

403(b) retirement plan · The VMI Foundation's The VMI Affiliated Organizations Tax Sheltered Annuity Plan held $12.5M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

People on this filing

Cheryl Cathcart signed The VMI Foundation's 2024 Form 5500 as plan administrator.

Cheryl Cathcart — 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

The VMI Foundation's EIN is 54-0505966.

EIN 54-0505966

Plan number 004

Plan year 2024

ACK ID 20250221094253NAL0010148688001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The VMI Foundation's plan includes a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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