Original filing (PDF)20250915143607NAL0001218433001

EWING HALSELL FOUNDATION

Name: EWING HALSELL FOUNDATION — EWING HALSELL FOUNDATION 403(B) PLAN, Form 5500 (2024)
Creator: EWING HALSELL FOUNDATION

Form 5500-SF

FILING_RECEIVED

EWING HALSELL FOUNDATION 403(B) PLAN

403(b) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$959K

Net assets (EOY)

$959K

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 average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EWING HALSELL FOUNDATION.

Plan sponsor

Name

EWING HALSELL FOUNDATION

EIN

30-0654055

Address

711 NAVARRO STREET, SUITE 737 · SAN ANTONIO, TX · 78205

Phone

(210) 223-2649

Industry

Other Services (ex. Public Admin)see 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

2025-09-15

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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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