How big is Charles Hosmer Morse Foundation's plan?

Charles Hosmer Morse Foundation's plan reported $6.4M in assets and 23 participants for 2024.

Original filing (PDF)20250424094204NAL0015220610001

Charles Hosmer Morse Foundation

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

Form 5500-SF

FILING_RECEIVED

Charles Hosmer Morse Foundation RET SVGS

401(k) retirement plan · Charles Hosmer Morse Foundation's Charles Hosmer Morse Foundation RET SVGS held $6.4M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Douglas A. Woodman signed Charles Hosmer Morse Foundation's 2024 Form 5500 as plan administrator.

Douglas A. Woodman — 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

Charles Hosmer Morse Foundation's EIN is 59-1659392.

EIN 59-1659392

Plan number 002

Plan year 2024

ACK ID 20250424094204NAL0015220610001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES HOSMER MORSE 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