Original filing (PDF)20230509091249NAL0038686928001

GEORGE C. MARSHALL FOUNDATION, INC.

Name: GEORGE C. MARSHALL FOUNDATION, INC. — GEORGE C. MARSHALL FOUNDATION 403(B) PLAN, Form 5500 (2022)
Creator: GEORGE C. MARSHALL FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

GEORGE C. MARSHALL FOUNDATION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$882K

Net assets (EOY)

$882K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEORGE C. MARSHALL FOUNDATION, INC..

Plan sponsor

Name

GEORGE C. MARSHALL FOUNDATION, INC.

EIN

54-6905247

Address

1600 VMI PARADE · LEXINGTON, VA · 244501600

Phone

(540) 463-7103

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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TEXAS ASSOCIATION OF LIFE AND