How big is Association of Small Foundations' plan?

Association of Small Foundations' plan reported $4.9M in assets and 11 participants for 2024.

Original filing (PDF)20250724085051NAL0010864290001

Association of Small Foundations

Name: Association of Small Foundations — The Association, Form 5500 (2024)
Creator: Association of Small Foundations
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Association of Small Foundations Profit Sharing Plan

401(k) retirement plan · Association of Small Foundations' The Association of Small Foundations Profit Sharing Plan held $4.9M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Paul Daugherty signed Association of Small Foundations' 2024 Form 5500 as plan administrator.

Paul Daugherty — 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

Association of Small Foundations' EIN is 65-0617866.

EIN 65-0617866

Plan number 001

Plan year 2024

ACK ID 20250724085051NAL0010864290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Association of Small Foundations from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Association of Small Foundations' 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 ASSOCIATION OF SMALL FOUNDATIONS.

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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 (98th percentile).

Plan sponsor

Name

ASSOCIATION OF SMALL FOUNDATIONS

EIN

all filings

Address

1720 N STREET NW · WASHINGTON, DC · 20036

Phone

(202) 580-6570

Industry

Other Services (ex. Public Admin)

Plan administrator