Original filing (PDF)20250710102021NAL0005414449001

STANLEY HERZOG CHARITABLE FOUNDATION

Name: STANLEY HERZOG CHARITABLE FOUNDATION — STANLEY HERZOG CHARITABLE FOUNDATION 401(K) PLAN, Form 5500 (2024)
Creator: STANLEY HERZOG CHARITABLE FOUNDATION

Form 5500-SF

FILING_RECEIVED

STANLEY HERZOG CHARITABLE FOUNDATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANLEY HERZOG CHARITABLE FOUNDATION.

Plan sponsor

Name

STANLEY HERZOG CHARITABLE FOUNDATION

EIN

81-4698720

Address

105 NW 188TH ST · SMITHVILLE, MO · 64089

Phone

(816) 873-2131

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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