How big is PF Bresee Foundation's plan?

PF Bresee Foundation's plan reported $840K in assets and 51 participants for 2024.

Original filing (PDF)20250523094124NAL0005609008001

PF Bresee Foundation

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

Form 5500-SF

FILING_RECEIVED

PF Bresee Foundation Retirement Plan

401(k) retirement plan · PF Bresee Foundation's PF Bresee Foundation Retirement Plan held $840K in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$840K

Net assets (EOY)

$840K

People on this filing

RENE Lopez signed PF Bresee Foundation's 2024 Form 5500 as plan administrator.

RENE Lopez — 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

PF Bresee Foundation's EIN is 95-3797363.

EIN 95-3797363

Plan number 001

Plan year 2024

ACK ID 20250523094124NAL0005609008001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

PF Bresee Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off