How big is Stanley Herzog Charitable Foundation's plan?

Stanley Herzog Charitable Foundation's plan reported $1.4M in assets and 46 participants for 2024.

Original filing (PDF)20250710102021NAL0005414449001

Stanley Herzog Charitable Foundation

Name: Stanley Herzog Charitable Foundation — Stanley, Form 5500 (2024)
Creator: Stanley Herzog Charitable Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stanley Herzog Charitable Foundation 401(k) Plan

401(k) retirement plan · Stanley Herzog Charitable Foundation's Stanley Herzog Charitable Foundation 401(k) Plan held $1.4M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Stanley Herzog Charitable Foundation's EIN is 81-4698720.

EIN 81-4698720

Plan number 001

Plan year 2024

ACK ID 20250710102021NAL0005414449001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stanley Herzog Charitable Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STANLEY HERZOG CHARITABLE FOUNDATION.

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Plan health score

Above-average plan

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

Knocking points off