Original filing (PDF)20250519141513NAL0000650881001

MAKE-A-WISH FOUNDATION OF GEORGIA, INC.

Name: MAKE-A-WISH FOUNDATION OF GEORGIA, INC. — EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA, INC., Form 5500 (2023)
Creator: MAKE-A-WISH FOUNDATION OF GEORGIA, INC.

Form 5500-SF

FILING_RECEIVED

EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA, INC.

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAKE-A-WISH FOUNDATION OF GEORGIA, INC..

Plan sponsor

Name

MAKE-A-WISH FOUNDATION OF GEORGIA, INC.

EIN

58-2146828

Address

1775 THE EXCHANGE SE STE 200 · ATLANTA, GA · 303392016

Phone

(770) 916-9474

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-05-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

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 providers

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