Original filing (PDF)20250213130505NAL0022663473001

INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST

Name: INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST — ISAS 403B RETIREMENT PLAN, Form 5500 (2024)
Creator: INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST

Form 5500-SF

FILING_RECEIVED

ISAS 403B RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST.

Plan sponsor

Name

INDEPENDENT SCHOOLS ASSOCIATION OF THE SOUTHWEST

EIN

23-7102696

Address

2626 COLE AVE STE 300 · DALLAS, TX · 752041094

Phone

(214) 360-6506

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-13

Pension benefit codes

2A · Age/service weighted or new comparability

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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