· 2022–2024 · DOL EFAST2

GRASSROOTS LEADERSHIP, INC. — TAX DEFERRED ANNUITY PLAN OF GRASS ROOTS LEADERSHIP INC., Form 5500 (2023)

Original filing (PDF)20240913170357NAL0020303794001

GRASSROOTS LEADERSHIP, INC.

Form 5500-SF

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN OF GRASS ROOTS LEADERSHIP INC.

403(b) retirement plan

Active participants

0

Accounts w/ balance

3

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

30

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRASSROOTS LEADERSHIP, INC..

Plan sponsor

Name

GRASSROOTS LEADERSHIP, INC.

EIN

58-1581743all filings

Address

PO BOX 143773 · AUSTIN, TX · 787143773

Phone

(512) 499-8111

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-13

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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