How big is Bertelsmann Foundation North America Inc.'s plan?

Bertelsmann Foundation North America Inc.'s plan reported $1.7M in assets and 9 participants for 2024.

Original filing (PDF)20250708122623NAL0010944770001

Bertelsmann Foundation North America Inc.

Name: Bertelsmann Foundation North America Inc. — Form 5500 Plan 001 (2024)
Creator: Bertelsmann Foundation North America Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bertelsmann Foundation North America, Inc. 401(k) Plan

401(k) retirement plan · Bertelsmann Foundation North America Inc.'s Bertelsmann Foundation North America, Inc. 401(k) Plan held $1.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

CHAD Carroll signed Bertelsmann Foundation North America Inc.'s 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

Bertelsmann Foundation North America Inc.'s EIN is 71-1048702.

EIN 71-1048702

Plan number 001

Plan year 2024

ACK ID 20250708122623NAL0010944770001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bertelsmann Foundation North America Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERTELSMANN FOUNDATION NORTH AMERICA 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