How big is St. David's Foundation's plan?

St. David's Foundation's plan reported $15.0M in assets and 93 participants for 2024.

Original filing (PDF)20250707102436NAL0001907139001

St. David's Foundation

Name: St. David's Foundation — St. David's Foundation, Form 5500 (2024)
Creator: St. David's Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

St. David's Foundation 401(k) Plan

401(k) retirement plan · St. David's Foundation's St. David's Foundation 401(k) Plan held $15.0M in plan assets for 93 participants in 2024.

Active participants

Accounts w/ balance

125

Plan assets (EOY)

$15.0M

Net assets (EOY)

$15.0M

Plan identifiers

St. David's Foundation's EIN is 74-1356589.

EIN 74-1356589

Plan number 001

Plan year 2024

ACK ID 20250707102436NAL0001907139001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

St. David's Foundation'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 ST. DAVID'S 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