How big is Robert W. Woodruff Foundation, Inc.'s plan?

Robert W. Woodruff Foundation, Inc.'s plan reported $32.9M in assets and 111 participants for 2024.

Original filing (PDF)20251013135810NAL0003152738002

Robert W. Woodruff Foundation, Inc.

Name: Robert W. Woodruff Foundation, Inc. — The New Founda, Form 5500 (2024)
Creator: Robert W. Woodruff Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The New Foundations Retirement Plan

403(b) retirement plan · Robert W. Woodruff Foundation, Inc.'s The New Foundations Retirement Plan held $32.9M in plan assets for 111 participants in 2024, with Principal as recordkeeper.

Signals · 1

High average account balance

Active participants

111

Accounts w/ balance

214

Plan assets (EOY)

$32.9M

Net assets (EOY)

$32.9M

Plan identifiers

Robert W. Woodruff Foundation, Inc.'s EIN is 58-1695425.

EIN 58-1695425

Plan number 334

Plan year 2024

ACK ID 20251013135810NAL0003152738002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert W. Woodruff Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert W. Woodruff Foundation, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT W. WOODRUFF FOUNDATION, INC..

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How this plan invests

This plan

74 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

ROBERT W. WOODRUFF FOUNDATION, INC.

EIN

all filings

Address

191 PEACHTREE STREET, NE, STE 3540 · ATLANTA, GA · 303031799

Phone

(404) 522-6755

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

334

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	ADMINISTRATOR	$24K	—

Investments

74 direct securities· $32.9M(100% of reported assets)

Mutual Funds

$12.4M

18 holdings

Common Collective Trusts

$8.3M

7 holdings

Pooled Separate Accounts

$6.9M

43 holdings

Other securities

$5.2M

5 holdings

Bonds / Notes

$28K

1 holding

					% of plan
Vanguard 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$4.6M	13.8%
VALIC Fixed Account Plus Fixed Annuity Contract	Other securities	—	—	$3.2M	9.8%
Vanguard Institutional Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$2.1M	6.5%
Vanguard Mid-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.0M	6.1%
VALIC Science & Technology Fund Separate Account	Pooled Separate Accounts	—	—	$1.5M	4.6%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$1.4M	4.3%
Vanguard Institutional Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$1.3M	4.0%
Vanguard Institutional Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$1.3M	3.8%
VALIC Stock Index Fund Separate Account	Pooled Separate Accounts	—	—	$1.2M	3.6%
Vanguard Institutional Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$1.1M	3.4%
American Beacon Small Cap Value Fund Mutual Fund	Other securities	—	—	$1.1M	3.3%
TIAA Traditional Annuity Fixed Annuity Contract	Mutual Funds	—	—	$1.0M	3.2%
Dodge & Cox International Stock Fund Mutual Fund	Mutual Funds	—	—	$1.0M	3.1%
Vanguard Short-Term Investment Grade Fund Mutual Fund	Mutual Funds	—	—	$904K	2.7%
Vanguard Small-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$853K	2.6%
Dodge & Cox Income Fund Mutual Fund	Mutual Funds	—	—	$765K	2.3%
VALIC Short Term Fixed Account Fixed Annuity Contract	Other securities	—	—	$623K	1.9%
VALIC Vanguard Windsor II Separate Account	Pooled Separate Accounts	—	—	$498K	1.5%
VALIC Goldman Sachs Money Market Fund Separate Account	Pooled Separate Accounts	—	—	$488K	1.5%
Vanguard Institutional Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$487K	1.5%
VALIC Mid Cap Index Fund Separate Account	Pooled Separate Accounts	—	—	$441K	1.3%
Vanguard Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$370K	1.1%
Vanguard Institutional Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$332K	1.0%
Principal Fixed Income Guaranteed Option Guaranteed Interest Account	Other securities	—	—	$300K	0.9%
VALIC Systematic Value Fund Separate Account	Pooled Separate Accounts	—	—	$264K	0.8%
VALIC Growth Fund Separate Account	Pooled Separate Accounts	—	—	$254K	0.8%
Vanguard Total International Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$243K	0.7%
DFA Emerging Markets Portfolio Mutual Fund	Mutual Funds	—	—	$229K	0.7%
VALIC Mid Cap Strategic Growth Separate Account	Pooled Separate Accounts	—	—	$225K	0.7%
TIAA CREF Growth Separate Account	Pooled Separate Accounts	—	—	$173K	0.5%
VALIC Vanguard Wellington Fund Separate Account	Pooled Separate Accounts	—	—	$161K	0.5%
VALIC Moderate Growth Lifestyle Separate Account	Pooled Separate Accounts	—	—	$158K	0.5%
VALIC Aggressive Growth Lifestyle Separate Account	Pooled Separate Accounts	—	—	$157K	0.5%
Vanguard Total International Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$149K	0.5%
CREF Equity Index Separate Account	Pooled Separate Accounts	—	—	$144K	0.4%
VALIC International Growth Fund Separate Account	Pooled Separate Accounts	—	—	$137K	0.4%
Vanguard Institutional Target Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$127K	0.4%
Vanguard Total Bond Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$123K	0.4%
VALIC Small Cap Index Fund Separate Account	Pooled Separate Accounts	—	—	$104K	0.3%
Vanguard Institutional Target Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$103K	0.3%
VALIC International Socially Responsible Fund Separate Account	Pooled Separate Accounts	—	—	$100K	0.3%
TIAA CREF Stock Separate Account	Pooled Separate Accounts	—	—	$80K	0.2%
Vanguard Institutional Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$76K	0.2%
Vanguard Institutional Target Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$73K	0.2%
VALIC US Socially Responsible Fund Separate Account	Pooled Separate Accounts	—	—	$73K	0.2%
VALIC Ariel Appreciation Fund Separate Account	Pooled Separate Accounts	—	—	$71K	0.2%
VALIC Mid Cap Value Fund Separate Account	Pooled Separate Accounts	—	—	$62K	0.2%
VALIC Dividend Value Separate Account	Pooled Separate Accounts	—	—	$61K	0.2%
VALIC Asset Allocation Fund Separate Account	Pooled Separate Accounts	—	—	$58K	0.2%
VALIC Ariel Fund Separate Account	Pooled Separate Accounts	—	—	$57K	0.2%