Original filing (PDF)20250325093904NAL0028462626001

THE MARSHALL L. & PERRINE D. MCCUNE CHARITABLE FOUNDATION

Name: THE MARSHALL L. & PERRINE D. MCCUNE CHARITABLE FOUNDATION — MCCUNE CHARITABLE FOUNDATION 403(B) PLAN, Form 5500 (2024)
Creator: THE MARSHALL L. & PERRINE D. MCCUNE CHARITABLE FOUNDATION

Form 5500-SF

FILING_RECEIVED

MCCUNE CHARITABLE FOUNDATION 403(B) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$876K

Net assets (EOY)

$876K

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 average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MARSHALL L. & PERRINE D. MCCUNE CHARITABLE FOUNDATION.

Plan sponsor

Name

THE MARSHALL L. & PERRINE D. MCCUNE CHARITABLE FOUNDATION

EIN

85-0429439

Address

345 EAST ALAMEDA · SANTA FE, NM · 87501

Phone

(505) 983-8300

Industry

Other Services (ex. Public Admin)see all

Plan administrator