How big is The Ray Charles Foundation's plan?

The Ray Charles Foundation's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250402171952NAL0014789408001

The Ray Charles Foundation

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

Form 5500-SF

FILING_RECEIVED

The Ray Charles Foundation 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Ray Charles Foundation's The Ray Charles Foundation 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jennifer Sun signed The Ray Charles Foundation's 2024 Form 5500 as plan administrator.

Jennifer Sun — 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 Ray Charles Foundation's EIN is 95-4047622.

EIN 95-4047622

Plan number 001

Plan year 2024

ACK ID 20250402171952NAL0014789408001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Ray Charles 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 THE RAY CHARLES 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