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Original filing (PDF)20240718104402NAL0011981170001

PARTNERS FOR DEVELOPMENT

Form 5500-SF
FILING_RECEIVED
PARTNERS FOR DEVELOPMNET
403(b) retirement plan
Active participants
2
Accounts w/ balance
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARTNERS FOR DEVELOPMENT.
Plan sponsor
Name
PARTNERS FOR DEVELOPMENT
DBA
PARTNERS FOR DEVELOPMENT
EIN
52-2003212
Address
8720 GEORGIA AVE STE 906 · SILVER SPRING, MD · 209103635
Phone
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
DONNA ELLIS
EIN
52-2003212
City
SILVER SPRING, MD
Phone
(240) 485-8500
Plan characteristics
Plan number
009
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-18
Pension benefit codes
2L · 403(b)(1) annuity
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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