Back to filter
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
CENTER FOR CIVILIANS IN CONFLICT
CENTER FOR CIVILIANS IN CONFLICT 403(B) RETIREMENT PLAN
$2.2M · 16 participants
JEROME FOUNDATION, INC.
JEROME FOUNDATION, INC PROFIT SHARING 401(K) PLAN
$2.2M · 4 participants
GIRL SCOUTS OF SOUTH CAROLINA
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS OF SOUTH CAROLINA - MOUNTAINS TO MIDLANDS, INC.
$2.2M · 40 participants
LITTLE SISTERS OF THE ASSUMPTI
403(B) THRIFT PLAN FOR EMPLOYEES OF LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERVICE
$2.2M · 24 participants
BOYS & GIRLS CLUB OF EVANSVILLE, INC.
BOYS & GIRLS CLUB OF EVANSVILLE 401(K) PLAN
$2.2M · 11 participants
CALIFORNIA CITRUS QUALITY COUNCIL
CALIFORNIA CITRUS QUALITY COUNCIL 403(B) PLAN
$2.2M · 2 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
