How big is The Marshall University Foundation, Inc.'s plan?

The Marshall University Foundation, Inc.'s plan reported $4.8M in assets and 32 participants for 2024.

Original filing (PDF)20250731143947NAL0008693584001

The Marshall University Foundation, Inc.

Name: The Marshall University Foundation, Inc. — Form 5500 Plan 001 (2024)
Creator: The Marshall University Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The 403(b) DC Plan

403(b) retirement plan · The Marshall University Foundation, Inc.'s The 403(b) DC Plan held $4.8M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

R. Scott Anderson signed The Marshall University Foundation, Inc.'s 2024 Form 5500 as plan administrator.

R. Scott Anderson — 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

The Marshall University Foundation, Inc.'s EIN is 55-6011111.

EIN 55-6011111

Plan number 001

Plan year 2024

ACK ID 20250731143947NAL0008693584001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Marshall University Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Marshall University Foundation, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment.

Decision-maker contacts

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

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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 (92nd percentile).

Plan sponsor

Name

THE MARSHALL UNIVERSITY FOUNDATION, INC

EIN

all filings

Address

519 JOHN MARSHALL DR · HUNTINGTON, WV · 257031400

Phone

(304) 696-3388

Industry

Other Services (ex. Public Admin)

Plan administrator