How big is University of Houston Foundation's plan?

University of Houston Foundation's plan reported $4.3M in assets and 3 participants for 2024.

Original filing (PDF)20251007130037NAL0007930640001

University of Houston Foundation

Name: University of Houston Foundation — University of, Form 5500 (2024)
Creator: University of Houston Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

University of Houston Foundation 401(k) Plan

401(k) retirement plan · University of Houston Foundation's University of Houston Foundation 401(k) Plan held $4.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Joanne Kelley signed University of Houston Foundation's 2024 Form 5500 as plan administrator.

Joanne Kelley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

University of Houston Foundation's EIN is 74-6041411.

EIN 74-6041411

Plan number 002

Plan year 2024

ACK ID 20251007130037NAL0007930640001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for University of Houston Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

University of Houston Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNIVERSITY OF HOUSTON FOUNDATION.

Finding similar companies…

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