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Original filing (PDF)20250620153814NAL0005918384001
HISTORIC CHARLESTON FOUNDATION
Form 5500-SF
FILING_RECEIVED
HISTORIC CHARLESTON FOUNDATION DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
36
Accounts w/ balance
70
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HISTORIC CHARLESTON FOUNDATION.
Plan sponsor
Name
HISTORIC CHARLESTON FOUNDATION
EIN
57-6000599
Address
P.O. BOX 1120 · CHARLESTON, SC · 29402
Phone
(843) 720-1193
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-20
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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