How big is Waterford Foundation's plan?

Waterford Foundation's plan reported $128K in assets and 5 participants for 2024.

Original filing (PDF)20250703110055NAL0000180595001

Waterford Foundation

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

Form 5500-SF

FILING_RECEIVED

Waterford Foundation 403(b) Plan

403(b) retirement plan · Waterford Foundation's Waterford Foundation 403(b) Plan held $128K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$128K

Net assets (EOY)

$128K

People on this filing

Stephanie C Thompson signed Waterford Foundation's 2024 Form 5500 as plan administrator.

Stephanie C Thompson — 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

Waterford Foundation's EIN is 54-0755457.

EIN 54-0755457

Plan number 001

Plan year 2024

ACK ID 20250703110055NAL0000180595001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Waterford Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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