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CARRIE ESTELLE DOHENY FOUNDATION — CARRIE ESTELLE DOHENY FOUNDATION 403B PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250729085706NAL0003005441001
CARRIE ESTELLE DOHENY FOUNDATION
Form 5500-SF
FILING_RECEIVED
CARRIE ESTELLE DOHENY FOUNDATION 403B PLAN
403(b) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARRIE ESTELLE DOHENY FOUNDATION
.
Find decision makers
Plan sponsor
Name
CARRIE ESTELLE DOHENY FOUNDATION
EIN
95-6202911
Address
707 WILSHIRE BLVD., STE. 4960 · LOS ANGELES, CA · 900173608
Phone
(213) 488-1122
Industry
Health Care & Social Assistance
see all
Plan administrator
Name
CARRIE ESTELLE DOHENY FOUNDATION
EIN
95-6202911
City
LOS ANGELES, CA
Phone
(213) 488-1122
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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