Original filing (PDF)20250729140541NAL0002887393001

FOUNDATION FOR THE TRI-STATE COMMMUNITY INC.

Name: FOUNDATION FOR THE TRI-STATE COMMMUNITY INC. — FOUNDATION FOR THE TRI-STATE COMMUNITY, INC. 403B PLAN, Form 5500 (2024)
Creator: FOUNDATION FOR THE TRI-STATE COMMMUNITY INC.

Form 5500-SF

FILING_RECEIVED

FOUNDATION FOR THE TRI-STATE COMMUNITY, INC. 403B PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 FOUNDATION FOR THE TRI-STATE COMMMUNITY INC..

Plan sponsor

Name

FOUNDATION FOR THE TRI-STATE COMMMUNITY INC.

EIN

61-0729266

Address

855 CENTRAL AVE. SUITE 300 · ASHLAND, KY · 41101

Phone

(606) 324-3888

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2M · 403(b)(7) custodial accounts

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

CONSTRUCTION INDUSTRY TRAINING COUNCIL OF WA

CONSTRUCTION INDUSTRY TRAINING COUNCIL OF WA 401(K) SALARY REDUCTION PLAN & TRUST

$3.5M · 93 participants

NORTHERN NJ CHAPTER, INC NECA

NORTHERN NJ CHAPTER, INC NECA SAFE HARBOR 401(K) PLAN

$3.5M · 7 participants

THE ROAD INFORMATION PROGRAM, INC.

THE ROAD INFORMATION PROGRAM PLAN

$3.5M · 5 participants

MISSOURI BANKERS ASSOCIATION

MBA HEADQUARTERS MONEY PURCHASE PENSION PLAN AND TRUST

$3.5M · 19 participants