How big is The Carmel Foundation's plan?

The Carmel Foundation's plan reported $1.3M in assets and 19 participants for 2024.

Original filing (PDF)20250827190816NAL0009688961001

The Carmel Foundation

Name: The Carmel Foundation — The Carmel Foundation, Form 5500 (2024)
Creator: The Carmel Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Carmel Foundation Employees' 403(b) Plan

403(b) retirement plan · The Carmel Foundation's The Carmel Foundation Employees' 403(b) Plan held $1.3M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

The Carmel Foundation's EIN is 94-1225368.

EIN 94-1225368

Plan number 001

Plan year 2024

ACK ID 20250827190816NAL0009688961001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Carmel Foundation's plan includes 403(b) custodial accounts.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off