How big is National Endowment for Financial ED's plan?

National Endowment for Financial ED's plan reported $3.1M in assets and 27 participants for 2024.

Original filing (PDF)20250929153947NAL0005117075001

National Endowment for Financial ED

Name: National Endowment for Financial ED — National, Form 5500 (2024)
Creator: National Endowment for Financial ED
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

National Endowment for Financial Education 403(b) Plan

401(k) retirement plan · National Endowment for Financial ED's National Endowment for Financial Education 403(b) Plan held $3.1M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Joanne Flores Moses signed National Endowment for Financial ED's 2024 Form 5500 as plan administrator.

Joanne Flores Moses — 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

National Endowment for Financial ED's EIN is 84-0632115.

EIN 84-0632115

Plan number 003

Plan year 2024

ACK ID 20250929153947NAL0005117075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for National Endowment for Financial ED from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

National Endowment for Financial ED'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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

NATIONAL ENDOWMENT FOR FINANCIAL ED

EIN

all filings

Address

1550 MARKET STREET SUITE 475 · DENVER, CO · 80202

Phone

(303) 741-6333

Industry

Other Services (ex. Public Admin)

Plan administrator