Original filing (PDF)20250512160255NAL0016973105001

LIVING ROCK FOUNDATION

Name: LIVING ROCK FOUNDATION — LIVING ROCK FOUNDATION SAVINGS & RETIREMENT PLAN, Form 5500 (2024)
Creator: LIVING ROCK FOUNDATION

Form 5500-SF

FILING_RECEIVED

LIVING ROCK FOUNDATION SAVINGS & RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 LIVING ROCK FOUNDATION.

Plan sponsor

Name

LIVING ROCK FOUNDATION

EIN

45-1656663

Address

550 RESERVE STREET, SUITE 460 · SOUTHLAKE, TX · 76092

Phone

(817) 532-5001

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

2024-12-01

Tax period

2024-12-31

Filed

2025-05-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

WEST SIDE COMMUNITY HOUSE

WEST SIDE COMMUNITY HOSUE SAVINGS AND RETIREMENT PLAN

$1.2M · 14 participants

WI CONSERVATION VOTERS

WI CONSERVATION VOTERS 401(K) PLAN

$1.2M · 18 participants

ASSOCIATION OF CHILDRENS MUSEUMS

ASSOCIATION OF CHILDRENS MUSEUMS 403(B) PLAN

$1.2M · 15 participants

THE FAMILIAL HYPERCHOLESTEROLEMIA FOUNDATION

403(B) THRIFT PLAN FOR EMPLOYEES OF THE FAMILIAL HYPERCHOLESTEROLEMIA FOUNDATION

$1.2M · 13 participants

PROTECT OUR WINTERS