Original filing (PDF)20251014204305NAL0007382210001

MERCER STREET FRIENDS CENTER

Name: MERCER STREET FRIENDS CENTER — TAX DEFERRED ANNUITY PLAN OF MERCER STREET FRIENDS CENTER, Form 5500 (2024)
Creator: MERCER STREET FRIENDS CENTER

Form 5500-SF

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN OF MERCER STREET FRIENDS CENTER

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$440K

Net assets (EOY)

$440K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERCER STREET FRIENDS CENTER.

Plan sponsor

Name

MERCER STREET FRIENDS CENTER

EIN