How big is Ability First's plan?

Ability First's plan reported $453K in assets for 2024.

Original filing (PDF)20260302100244NAL0000659043001

Ability First

Name: Ability First — Ability First 403(b) Plan, Form 5500 (2024)
Creator: Ability First
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ability First 403(b) Plan

403(b) retirement plan · Ability First's Ability First 403(b) Plan reported $453K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$453K

Net assets (EOY)

$453K

People on this filing

Cheryl Campbell signed Ability First's 2024 Form 5500 as plan administrator.

Cheryl Campbell — 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

Ability First's EIN is 87-0659400.

EIN 87-0659400

Plan number 001

Plan year 2024

ACK ID 20260302100244NAL0000659043001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ability First's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ABILITY FIRST.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ABILITY FIRST

EIN

all filings

Address

1455 W 820 N · PROVO, UT · 84601

Phone

(801) 373-5044

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-02

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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