Original filing (PDF)20250405162915NAL0007907651001

THE UNIVERSITY OF ARKANSAS FOUNDATION, INC.

Name: THE UNIVERSITY OF ARKANSAS FOUNDATION, INC. — UNIVERSITY OF ARKANSAS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2023)
Creator: THE UNIVERSITY OF ARKANSAS FOUNDATION, INC.

Form 5500-SF

FILING_RECEIVED

UNIVERSITY OF ARKANSAS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE UNIVERSITY OF ARKANSAS FOUNDATION, INC..

Plan sponsor

Name

THE UNIVERSITY OF ARKANSAS FOUNDATION, INC.

EIN

71-6056774

Address

535 RESEARCH CENTER BLVD. STE 120 · FAYETTEVILLE, AR · 72701

Phone

(479) 575-5581

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-05

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2E · Profit-sharing

2G · Total participant-directed accounts

3H · Sponsor in controlled / affiliated group

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

Related plans

Similar-size Educational Services plans

NATIONAL EQUITY PROJECT

NATIONAL EQUITY PROJECT RETIREMENT PLAN

$8.7M · 49 participants

THE MIDLAND SCHOOL

THE MIDLAND SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

$8.7M · 146 participants

THE PUTNAM INDIAN FIELD SCHOOL

THE PUTNAM INDIAN FIELD SCHOOL EMPLOYEE INCENTIVE PLAN AND TRUST

$8.7M · 30 participants

MCCORMICK THEOLOGICAL SEMINARY

MCCORMICK THEOLOGICAL SEMINARY DC RETIREMENT PLAN

$8.7M · 31 participants

SIX8 401(K) MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS