Original filing (PDF)20251014125459NAL0005917906001

The Community Foundation of Greater Birmingham

Name: The Community Foundation of Greater Birmingham — Form 5500 Plan 001 (2024)
Creator: The Community Foundation of Greater Birmingham
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CFGB 403(b) Plan

403(b) retirement plan · The Community Foundation of Greater Birmingham's CFGB 403(b) Plan held $1.9M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Christopher Luketic signed The Community Foundation of Greater Birmingham's 2024 Form 5500 as plan administrator.

Christopher Luketic — 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

The Community Foundation of Greater Birmingham's EIN is 63-1209631.

EIN 63-1209631

Plan number 001

Plan year 2024

ACK ID 20251014125459NAL0005917906001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Community Foundation of Greater Birmingham from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Community Foundation of Greater Birmingham's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE COMMUNITY FOUNDATION OF GREATER BIRMINGHAM.

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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 (90th percentile).

Plan sponsor

Name

THE COMMUNITY FOUNDATION OF GREATER BIRMINGHAM

EIN

all filings

Address

1531 3RD AVENUE NORTH · SUITE 100 · BIRMINGHAM, AL · 35203

Phone

(205) 327-3800

Industry

Other Services (ex. Public Admin)

Plan administrator