How big is The Morehead-CAIN Foundation's plan?

The Morehead-CAIN Foundation's plan reported $4.5M in assets and 19 participants for 2024.

Original filing (PDF)20250728112303NAL0003165522001

The Morehead-CAIN Foundation

Name: The Morehead-CAIN Foundation — The Morehead-CAIN, Form 5500 (2024)
Creator: The Morehead-CAIN Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Morehead-CAIN Foundation 403(b) Plan

403(b) retirement plan · The Morehead-CAIN Foundation's The Morehead-CAIN Foundation 403(b) Plan held $4.5M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Steven Michalak signed The Morehead-CAIN Foundation's 2024 Form 5500 as plan administrator.

Steven Michalak — 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 Morehead-CAIN Foundation's EIN is 56-0599225.

EIN 56-0599225

Plan number 002

Plan year 2024

ACK ID 20250728112303NAL0003165522001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Morehead-CAIN Foundation's plan includes 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MOREHEAD-CAIN 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 (94th percentile).

Plan sponsor

Name

THE MOREHEAD-CAIN FOUNDATION

EIN

all filings

Address

P.O. BOX 690 · CHAPEL HILL, NC · 27514

Phone

(919) 962-1201

Industry

Other Services (ex. Public Admin)

Plan administrator