How big is Historic Charleston Foundation's plan?

Historic Charleston Foundation's plan reported $3.9M in assets and 36 participants for 2024.

Original filing (PDF)20250620153814NAL0005918384001

Historic Charleston Foundation

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

Form 5500-SF

FILING_RECEIVED

Historic Charleston Foundation Defined Contribution Plan

403(b) retirement plan · Historic Charleston Foundation's Historic Charleston Foundation Defined Contribution Plan held $3.9M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

David Mauger signed Historic Charleston Foundation's 2024 Form 5500 as plan administrator.

David Mauger — 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

Historic Charleston Foundation's EIN is 57-6000599.

EIN 57-6000599

Plan number 001

Plan year 2024

ACK ID 20250620153814NAL0005918384001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Historic Charleston Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Historic Charleston Foundation's plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HISTORIC CHARLESTON 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 (93rd percentile).

Plan sponsor

Name

HISTORIC CHARLESTON FOUNDATION

EIN

all filings

Address

P.O. BOX 1120 · CHARLESTON, SC · 29402

Phone

(843) 720-1193

Industry

Arts, Entertainment, Recreation

Plan administrator