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THE MONTGOMERY COUNTY COALITION FOR THE HOMELESS INC. — MONTGOMERY COUNTY COALITION FOR THE HOMELESS 403B PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260121151654NAL0004450353001
THE MONTGOMERY COUNTY COALITION FOR THE HOMELESS INC.
Form 5500-SF
FILING_RECEIVED
MONTGOMERY COUNTY COALITION FOR THE HOMELESS 403B PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
206
Accounts w/ balance
53
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE MONTGOMERY COUNTY COALITION FOR THE HOMELESS INC.
.
Find decision makers
Plan sponsor
Name
THE MONTGOMERY COUNTY COALITION FOR THE HOMELESS INC.
EIN
52-1735674
Address
2301 RESEARCH BLVD · STE 200 · ROCKVILLE, MD · 20850
Phone
(240) 550-8025
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-21
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Service providers (Schedule C)
Small plans don't disclose service providers
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COALITION FOR THE HOMELESS
COALITION FOR THE HOMELESS 403(B) PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 26% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
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