Original filing (PDF)20250728130411NAL0002074801001

CATHOLIC CHARITIES OF THE TEXA

Name: CATHOLIC CHARITIES OF THE TEXA — 403(B) THRIFT PLAN FOR EMPLOYEES OF CATHOLIC CHARITIES OF THE TEXAS PANHANDLE, Form 5500 (2024)
Creator: CATHOLIC CHARITIES OF THE TEXA

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF CATHOLIC CHARITIES OF THE TEXAS PANHANDLE

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$679K

Net assets (EOY)

$679K

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 CATHOLIC CHARITIES OF THE TEXA.

Plan sponsor

Name

CATHOLIC CHARITIES OF THE TEXA

EIN

75-0818147

Address

PO BOX 15127 · AMARILLO, TX · 791055127

Phone

(806) 376-4571

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

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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