How big is The Durfee Foundation's plan?

The Durfee Foundation's plan reported $2.9M in assets and 5 participants for 2024.

Original filing (PDF)20250827113529NAL0009516161001

The Durfee Foundation

Name: The Durfee Foundation — The Durfee Foundation 403(b), Form 5500 (2024)
Creator: The Durfee Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Durfee Foundation 403(b) Retirement Plan

403(b) retirement plan · The Durfee Foundation's The Durfee Foundation 403(b) Retirement Plan held $2.9M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Juan Lopez signed The Durfee Foundation's 2024 Form 5500 as plan administrator.

Juan 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

The Durfee Foundation's EIN is 95-4856207.

EIN 95-4856207

Plan number 001

Plan year 2024

ACK ID 20250827113529NAL0009516161001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Durfee 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 DURFEE 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