How big is Memorial Foundation, Inc.'s plan?

Memorial Foundation, Inc.'s plan reported $1.7M in assets and 5 participants for 2024.

Original filing (PDF)20250722075222NAL0001111187001

Memorial Foundation, Inc.

Name: Memorial Foundation, Inc. — The Memorial Foundation, Form 5500 (2024)
Creator: Memorial Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Memorial Foundation Tax Sheltered Annuity Plan

401(k) retirement plan · Memorial Foundation, Inc.'s The Memorial Foundation Tax Sheltered Annuity Plan held $1.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Scott Perry signed Memorial Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Scott Perry — 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

Memorial Foundation, Inc.'s EIN is 62-1202302.

EIN 62-1202302

Plan number 001

Plan year 2024

ACK ID 20250722075222NAL0001111187001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Memorial Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Memorial Foundation, Inc.'s plan includes a 403(b) annuity, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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