How big is Clarence E. Heller Charitable Foundation's plan?

Clarence E. Heller Charitable Foundation's plan reported $1.0M in assets for 2024.

Original filing (PDF)20251014191007NAL0003546065001

Clarence E. Heller Charitable Foundation

Name: Clarence E. Heller Charitable Foundation — Form 5500 Plan 001 (2024)
Creator: Clarence E. Heller Charitable Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Clarence E. Heller Charitable Foundation 403(b) Plan

403(b) retirement plan · Clarence E. Heller Charitable Foundation's Clarence E. Heller Charitable Foundation 403(b) Plan reported $1.0M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Clarence E. Heller Charitable Foundation's EIN is 94-2814266.

EIN 94-2814266

Plan number 001

Plan year 2024

ACK ID 20251014191007NAL0003546065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clarence E. Heller Charitable Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clarence E. Heller Charitable Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window.

Decision-maker contacts

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

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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