Original filing (PDF)20250827190816NAL0009688961001

THE CARMEL FOUNDATION

Name: THE CARMEL FOUNDATION — THE CARMEL FOUNDATION EMPLOYEES' 403(B) PLAN, Form 5500 (2024)
Creator: THE CARMEL FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE CARMEL FOUNDATION EMPLOYEES' 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CARMEL FOUNDATION.

Plan sponsor

Name

THE CARMEL FOUNDATION

EIN

94-1225368

Address

P.O. BOX 1050 · CARMEL, CA · 93921

Phone

(831) 620-8704

Industry

Other Services (ex. Public Admin)see all

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

2025-08-27

Pension benefit codes

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

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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NATIONAL COALITION FOR CANCER SURVIVORSHIP