How big is Charlottesville Area Community Foundation's plan?

Charlottesville Area Community Foundation's plan reported $1.4M in assets and 11 participants for 2025.

Original filing (PDF)20260519100655NAL0000643827001

Charlottesville Area Community Foundation

Name: Charlottesville Area Community Foundation — Form 5500 Plan 003 (2025)
Creator: Charlottesville Area Community Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlottesville Area COMM. Foundation 401(k) Plan

401(k) retirement plan · Charlottesville Area Community Foundation's Charlottesville Area COMM. Foundation 401(k) Plan held $1.4M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Charlottesville Area Community Foundation's EIN is 54-1506312.

EIN 54-1506312

Plan number 003

Plan year 2025

ACK ID 20260519100655NAL0000643827001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charlottesville Area Community Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charlottesville Area Community Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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

CHARLOTTESVILLE AREA COMMUNITY FOUNDATION

EIN

all filings

Address

410 E. WATER STREET, SUITE 500 · PO BOX 1767 · CHARLOTTESVILLE, VA · 229021767

Phone

(434) 296-1024

Industry

Other Services (ex. Public Admin)

Plan administrator