Original filing (PDF)20250708111857NAL0002207411001

C. HERMAN AND MARY VIRGINIA TERRY FOUNDATION

Name: C. HERMAN AND MARY VIRGINIA TERRY FOUNDATION — TERRY FAMILY FOUNDATION 403(B) PLAN, Form 5500 (2024)
Creator: C. HERMAN AND MARY VIRGINIA TERRY FOUNDATION

Form 5500-SF

FILING_RECEIVED

TERRY FAMILY FOUNDATION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

Plan health score

Top-tier plan health

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

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 C. HERMAN AND MARY VIRGINIA TERRY FOUNDATION.

Plan sponsor

Name

C. HERMAN AND MARY VIRGINIA TERRY FOUNDATION

EIN

59-2241642all filings

Address

1162 MAPLETON ROAD · JACKSONVILLE, FL · 32207

Phone

(904) 889-2376

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator