How big is USTA/Mid-Atlantic Foundation's plan?

USTA/Mid-Atlantic Foundation's plan reported $2.7M in assets and 51 participants for 2024.

Original filing (PDF)20251015120446NAL0004482609001

USTA/Mid-Atlantic Foundation

Name: USTA/Mid-Atlantic Foundation — USTA/Mid-Atlantic, Form 5500 (2024)
Creator: USTA/Mid-Atlantic Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

USTA/Mid-Atlantic Foundation 401(k) Plan

401(k) retirement plan · USTA/Mid-Atlantic Foundation's USTA/Mid-Atlantic Foundation 401(k) Plan held $2.7M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

USTA/Mid-Atlantic Foundation's EIN is 54-1472806.

EIN 54-1472806

Plan number 001

Plan year 2024

ACK ID 20251015120446NAL0004482609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for USTA/Mid-Atlantic Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

USTA/Mid-Atlantic Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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