How big is The Winston-Salem Foundation's plan?

The Winston-Salem Foundation's plan reported $4.0M in assets and 28 participants for 2024.

Original filing (PDF)20250718080136NAL0000663171001

The Winston-Salem Foundation

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

Form 5500-SF

FILING_RECEIVED

The Winston Salem Defined Contribution Plan

403(b) retirement plan · The Winston-Salem Foundation's The Winston Salem Defined Contribution Plan held $4.0M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Latida Smith signed The Winston-Salem Foundation's 2024 Form 5500 as plan administrator.

Latida Smith — 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 Winston-Salem Foundation's EIN is 56-6037615.

EIN 56-6037615

Plan number 001

Plan year 2024

ACK ID 20250718080136NAL0000663171001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Winston-Salem Foundation's plan includes a 403(b) annuity, 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 WINSTON-SALEM 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 (90th percentile).

Plan sponsor

Name

THE WINSTON-SALEM FOUNDATION

EIN

all filings

Address

751 W 4TH ST STE 200 · WINSTON SALEM, NC · 271012795

Phone

(336) 725-2382

Industry

Other Services (ex. Public Admin)

Plan administrator