Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE COMMUNITY FOUNDATION OF LOUISVILLE, INC.
EIN 31-0997017non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
99
325 W MAIN ST SUITE 1110 - LOUISVILLE, KY 402022915502-585-4649vogtawards.comLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 99 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TAX-DEFERRED ANNUITY PLAN OF THE COMMUNITY FOUNDATION OF LOUISVILLE, INC.
401k
Assets$2.7M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EMPLOYEE BENEFIT PLAN OF THE COMMUNITY FOUNDATION OF LOUISVILLE, INC.
OtherDC
Assets$1.8M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TAX-DEFERRED ANNUITY PLAN OF THE COMMUNITY FOUNDATION OF LOUISVILLE, INC. | 401k | $2.7M | 50 | 2025 | |
| 001 | EMPLOYEE BENEFIT PLAN OF THE COMMUNITY FOUNDATION OF LOUISVILLE, INC. | OtherDC | $1.8M | 49 | 2025 |
Retirement plans