Original filing (PDF)20250702111829NAL0012900865001

THE JOHN G. & MARIE STELLA KENEDY MEMORIAL FOUNDATION

Name: THE JOHN G. & MARIE STELLA KENEDY MEMORIAL FOUNDATION — KENEDY MEMORIAL FOUNDATION 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: THE JOHN G. & MARIE STELLA KENEDY MEMORIAL FOUNDATION

Form 5500-SF

FILING_RECEIVED

KENEDY MEMORIAL FOUNDATION 403(B) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 JOHN G. & MARIE STELLA KENEDY MEMORIAL FOUNDATION.

Plan sponsor

Name

THE JOHN G. & MARIE STELLA KENEDY MEMORIAL FOUNDATION

EIN

74-6040701

Address

555 N CARANCHUA SUITE 1700 TOWER II · CORPUS CHRISTI, TX · 784010851

Phone

(361) 887-6565

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

2025-07-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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