Original filing (PDF)20250806101917NAL0003641408001

GALVESTON HISTORICAL FOUNDATION

Name: GALVESTON HISTORICAL FOUNDATION — GALVESTON HISTORICAL FOUNDATION 403(B) PLAN, Form 5500 (2024)
Creator: GALVESTON HISTORICAL FOUNDATION

Form 5500-SF

FILING_RECEIVED

GALVESTON HISTORICAL FOUNDATION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 GALVESTON HISTORICAL FOUNDATION.

Plan sponsor

Name

GALVESTON HISTORICAL FOUNDATION

EIN

74-1487824

Address

2002 STRAND STE 200 · GALVESTON, TX · 77550

Phone

(409) 765-3454

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-06

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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 Arts, Entertainment, Recreation plans

WILLIAMSTOWN ART CONSERVATION CENTER

WILLIAMSTOWN ART CONSERVATION CENTER 403 (B) TDA PLAN

$1.2M · 21 participants

BROOK INC

BROOK INC 401(K) PROFIT SHARING PLAN & TRUST

$1.2M · 51 participants

WAGNER FREE INSTITUTE OF SCIENCE

WAGNER FREE INSTITUTE OF SCIENCE 403(B) 358445

$1.2M · 11 participants

GRAND RAPIDS ART MUSEUM

GRAND RAPIDS ART MUSEUM 401(K) RETIREMENT PLAN

$1.2M · 52 participants

EDVENTURE, INC.

EDVENTURE, INC. 403(B) PLAN