How big is KATE B. Reynolds Charitable Trust's plan?

KATE B. Reynolds Charitable Trust's plan reported $4.4M in assets and 16 participants for 2024.

Original filing (PDF)20250710142356NAL0005610417001

KATE B. Reynolds Charitable Trust

Name: KATE B. Reynolds Charitable Trust — KATE B. Reynolds, Form 5500 (2024)
Creator: KATE B. Reynolds Charitable Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KATE B. Reynolds Charitable Trust 403(b) Retirement Plan

401(k) retirement plan · KATE B. Reynolds Charitable Trust's KATE B. Reynolds Charitable Trust 403(b) Retirement Plan held $4.4M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Ashlee Wiley signed KATE B. Reynolds Charitable Trust's 2024 Form 5500 as plan administrator.

Ashlee Wiley — 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

KATE B. Reynolds Charitable Trust's EIN is 56-6036515.

EIN 56-6036515

Plan number 001

Plan year 2024

ACK ID 20250710142356NAL0005610417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KATE B. Reynolds Charitable Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KATE B. Reynolds Charitable Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATE B. REYNOLDS CHARITABLE TRUST.

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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