Original filing (PDF)20250725105633NAL0016884066001

PUBLIC WELFARE FOUNDATION, INC.

Name: PUBLIC WELFARE FOUNDATION, INC. — PUBLIC WELFARE FOUNDATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: PUBLIC WELFARE FOUNDATION, INC.

Form 5500

FILING_RECEIVED

PUBLIC WELFARE FOUNDATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

8 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PUBLIC WELFARE FOUNDATION, INC.

EIN

54-0597601

Address

1200 U STREET, NW · WASHINGTON, DC · 20009

Phone

(202) 965-1800

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

8 pooled funds· $1.4M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
BR EQUITY INDEX R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001	Common Collective Trust	$676K	48.9%
LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001	Common Collective Trust	$346K	25.1%
STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653	Common Collective Trust	$258K	18.7%
CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515	Common Collective Trust	$52K	3.7%
INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631	Common Collective Trust	$38K	2.8%
SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592	Common Collective Trust	$8K	0.6%
EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001	Common Collective Trust	$3K	0.2%
GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672	Common Collective Trust	$0	<0.1%

1–8 of 8

Related plans

Similar-size Other Services (ex. Public Admin) plans

THE CARROLL AND MARGUERITE WHEELER FOUNDATION

THE CARROLL AND MARGUERITE WHEELER FOUNDATION 401(K) PLAN

CHURCH OF THE REDEEMER INC

CHURCH OF THE REDEEMER INC 401(K) PROFIT SHARING PLAN & TRUST

GREEN ACRES SCHOOL, INC.

GREEN ACRES SCHOOL RETIREMENT PLAN

LOWE AVIATION COMPANY

LOWE AVIATION COMPANY GCF BENEFIT PLAN

ST. MARY OF THE ASSUMPTION

ST. MARY OF THE ASSUMPTION 401(K) PLAN