How big is The George Foundation's plan?

The George Foundation's plan reported $4.0M in assets and 18 participants for 2024.

Original filing (PDF)20250625110354NAL0008032753001

The George Foundation

Name: The George Foundation — The George Foundation 401(k), Form 5500 (2024)
Creator: The George Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The George Foundation 401(k) Plan

401(k) retirement plan · The George Foundation's The George Foundation 401(k) Plan held $4.0M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Roger E. Adamson signed The George Foundation's 2024 Form 5500 as plan administrator.

Roger E. Adamson — Plan Administrator — Form 5500 signer
James D. Condrey — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The George Foundation's EIN is 74-6043368.

EIN 74-6043368

Plan number 002

Plan year 2024

ACK ID 20250625110354NAL0008032753001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The George 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 THE GEORGE 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