How big is Consuelo Zobel Alger Foundation's plan?

Consuelo Zobel Alger Foundation's plan reported $5.4M in assets and 8 participants for 2024.

Original filing (PDF)20250710074450NAL0003340099003

Consuelo Zobel Alger Foundation

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

Form 5500-SF

FILING_RECEIVED

Consuelo Zobel Alger Foundation 401(k) Retirement Plan

401(k) retirement plan · Consuelo Zobel Alger Foundation's Consuelo Zobel Alger Foundation 401(k) Retirement Plan held $5.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

Deborah MALM signed Consuelo Zobel Alger Foundation's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Consuelo Zobel Alger Foundation's EIN is 99-0266163.

EIN 99-0266163

Plan number 002

Plan year 2024

ACK ID 20250710074450NAL0003340099003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Consuelo Zobel Alger 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 CONSUELO ZOBEL ALGER 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CONSUELO ZOBEL ALGER FOUNDATION

EIN

all filings

Address

110 NORTH HOTEL STREET · HONOLULU, HI · 96817

Phone

(808) 532-3947

Industry

Other Services (ex. Public Admin)

Plan administrator