Original filing (PDF)20250611155114NAL0027395280001

LORETO HOUSE, INC.

Name: LORETO HOUSE, INC. — LORETO HOUSE 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: LORETO HOUSE, INC.

Form 5500-SF

FILING_RECEIVED

LORETO HOUSE 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$229K

Net assets (EOY)

$229K

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 LORETO HOUSE, INC..

Plan sponsor

Name

LORETO HOUSE, INC.

EIN

26-1395425

Address

1100 N BONNIE BRAE ST · DENTON, TX · 76201

Phone

(940) 380-8191

Industry

Health Care & Social Assistancesee 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

2025-06-11

Pension benefit codes

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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