Original filing (PDF)20250519102556NAL0000587473001

HARMONY EDUCATION FOUNDATION

Name: HARMONY EDUCATION FOUNDATION — HARMONY EDUCATION FOUNDATION 403(B) PLAN, Form 5500 (2023)
Creator: HARMONY EDUCATION FOUNDATION

Form 5500-SF

FILING_RECEIVED

HARMONY EDUCATION FOUNDATION 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$153K

Net assets (EOY)

$153K

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 HARMONY EDUCATION FOUNDATION.

Plan sponsor

Name

HARMONY EDUCATION FOUNDATION

EIN

47-3863601

Address

9303 W. SAM HOUSTON PARKWAY SOUTH · SUITE 155 · HOUSTON, TX · 77009

Phone

(713) 900-7173

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-05-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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