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WATER EDUCATION FOUNDATION — WATER EDUCATION FOUNDATION, INC. PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250725151454NAL0003262259001
WATER EDUCATION FOUNDATION
Form 5500-SF
FILING_RECEIVED
WATER EDUCATION FOUNDATION, INC. PENSION PLAN
403(b) retirement plan
Active participants
8
Accounts w/ balance
13
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WATER EDUCATION FOUNDATION
.
Find decision makers
Plan sponsor
Name
WATER EDUCATION FOUNDATION
EIN
94-2419885
Address
2151 RIVER PLAZA DRIVE · SUITE 205 · SACRAMENTO, CA · 95833
Phone
(916) 444-6240
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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