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TRICOUNTY EDUCATIONAL FOUNDATION, INC. — 401K EMPLOYEE RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250728123812NAL0000775235001
TRICOUNTY EDUCATIONAL FOUNDATION, INC.
Form 5500-SF
FILING_RECEIVED
401K EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
26
Plan assets (EOY)
$745K
Net assets (EOY)
$745K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TRICOUNTY EDUCATIONAL FOUNDATION, INC.
.
Find decision makers
Plan sponsor
Name
TRICOUNTY EDUCATIONAL FOUNDATION, INC.
EIN
57-0884063
Address
408 COX FERRY ROAD · FLORA, MS · 39071
Phone
(601) 879-8517
Industry
Educational Services
see all
Plan administrator
Name
RETIREMENT PLAN SERVICES, LLC
EIN
45-2557054
City
FLOWOOD, MS
Phone
(601) 919-1023
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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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