How big is Womens Foundation for a Greate's plan?

Womens Foundation for a Greate's plan reported $394K in assets and 12 participants for 2023.

Original filing (PDF)20240725142117NAL0024342352001

Womens Foundation for a Greate

Name: Womens Foundation for a Greate — Womens Foundation, Form 5500 (2023)
Creator: Womens Foundation for a Greate
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Womens Foundation for a Greate 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Womens Foundation for a Greate's Womens Foundation for a Greate 401(k) Profit Sharing Plan & Trust held $394K in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

People on this filing

LOIE Watkins signed Womens Foundation for a Greate's 2023 Form 5500 as plan administrator.

LOIE Watkins — 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

Womens Foundation for a Greate's EIN is 58-2207247.

EIN 58-2207247

Plan number 001

Plan year 2023

ACK ID 20240725142117NAL0024342352001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Womens Foundation for a Greate from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Womens Foundation for a Greate's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOMENS FOUNDATION FOR A GREATE.

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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 (89th percentile).

Plan sponsor

Name

WOMENS FOUNDATION FOR A GREATE

EIN

all filings

Address

40 S MAIN STREET STE 2280 · MEMPHIS, TN · 38103

Phone

(901) 525-5131

Industry

Other Services (ex. Public Admin)

Plan administrator