Original filing (PDF)20250617102809NAL0002399968001

LYNDON BAINES JOHNSON FOUNDATION

Name: LYNDON BAINES JOHNSON FOUNDATION — THE LYNDON BAINES JOHNSON FOUNDATION EMPLOYEES 403B TDA PLAN, Form 5500 (2024)
Creator: LYNDON BAINES JOHNSON FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE LYNDON BAINES JOHNSON FOUNDATION EMPLOYEES 403B TDA PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 LYNDON BAINES JOHNSON FOUNDATION.

Plan sponsor

Name

LYNDON BAINES JOHNSON FOUNDATION

EIN

74-1774063

Address

2313 RED RIVER · AUSTIN, TX · 787055705

Phone

(512) 721-0263

Industry

Other Services (ex. Public Admin)see 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

2025-06-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

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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RUFFED GROUSE SOCIETY