How big is H.W. Durham Foundation's plan?

H.W. Durham Foundation's plan reported $2.1M in assets and 2 participants for 2024.

Original filing (PDF)20250925110726NAL0010397347001

H.W. Durham Foundation

Name: H.W. Durham Foundation — Form 5500 (2024)
Creator: H.W. Durham Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · H.W. Durham Foundation held $2.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

H.W. Durham Foundation's EIN is 62-0583854.

EIN 62-0583854

Plan number 003

Plan year 2024

ACK ID 20250925110726NAL0010397347001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for H.W. Durham Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

H.W. Durham Foundation's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Plan sponsor

Name

H.W. DURHAM FOUNDATION

EIN

all filings

Address

5050 POPLAR AVENUE · SUITE 1007 · MEMPHIS, TN · 38157

Phone

(901) 683-3583

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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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