How big is The Jay Defeo Foundation's plan?

The Jay Defeo Foundation's plan reported $217K in assets and 4 participants for 2024.

Original filing (PDF)20250515132102NAL0030654432001

The Jay Defeo Foundation

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

Form 5500-SF

FILING_RECEIVED

The Jay Defeo Foundation 403(b) Retirement Plan

403(b) retirement plan · The Jay Defeo Foundation's The Jay Defeo Foundation 403(b) Retirement Plan held $217K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$217K

Net assets (EOY)

$217K

People on this filing

LEAH LEVY signed The Jay Defeo Foundation's 2024 Form 5500 as plan administrator.

LEAH LEVY — 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

The Jay Defeo Foundation's EIN is 94-6642644.

EIN 94-6642644

Plan number 002

Plan year 2024

ACK ID 20250515132102NAL0030654432001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Jay Defeo Foundation's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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