Original filing (PDF)20250617145721NAL0002617472001

THE EDNA BROOKS FOUNDATION, INC.

Name: THE EDNA BROOKS FOUNDATION, INC. — MY SISTERS PLACE 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: THE EDNA BROOKS FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

MY SISTERS PLACE 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

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.

Decision-maker contacts

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

Plan sponsor

Name

THE EDNA BROOKS FOUNDATION, INC.

EIN

31-0929900

Address

7990 DAIRY LANE · PO BOX 1158 · ATHENS, OH · 45701

Phone

(740) 593-7125

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

2025-06-17

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

Related plans

Similar-size Health Care & Social Assistance plans

COVENANT HOUSE TEXAS

403B THRIFT PLAN OF COVENANT HOUSE TEXAS

$66K

OUR LADY OF THE ROAD, INC

OUR LADY OF THE ROAD 401(K) PLAN

$66K · 35 participants

MOUNT ZION ECONOMIC COMMUNITY CENTER, INC.

MOUNT ZION ECONOMIC COMMUNITY CENTER, INC. 401(K) PLAN

$66K · 25 participants

HOUSE OF COMPASSION

HOUSE OF COMPASSION 401(K) PLAN

$65K · 8 participants

DESERT FOOTHILLS LAND TRUST, INC.

DFLT 403(B) RETIREMENT PLAN

$66K · 3 participants