Original filing (PDF)20250404152543NAL0018607648001

Community Foundation for Southwest Washington

Name: Community Foundation for Southwest Washington — Form 5500 Plan 001 (2024)
Creator: Community Foundation for Southwest Washington
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Community Foundation Retirement Plan

403(b) retirement plan · Community Foundation for Southwest Washington's Community Foundation Retirement Plan held $3.6M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Rachon Hanson signed Community Foundation for Southwest Washington's 2024 Form 5500 as plan administrator.

Rachon Hanson — 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

Community Foundation for Southwest Washington's EIN is 91-1246778.

EIN 91-1246778

Plan number 001

Plan year 2024

ACK ID 20250404152543NAL0018607648001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Community Foundation for Southwest Washington from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Community Foundation for Southwest Washington's plan includes 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 COMMUNITY FOUNDATION FOR SOUTHWEST WASHINGTON.

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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 (90th percentile).

Plan sponsor

Name

COMMUNITY FOUNDATION FOR SOUTHWEST WASHINGTON

EIN

all filings

Address

610 ESTHER STREET, SUITE 201 · VANCOUVER, WA · 98660

Phone

(360) 694-2550

Industry

Other Services (ex. Public Admin)

Plan administrator