Original filing (PDF)20240625051008NAL0009752624001

DALLAS/FORT WORTH MINORITY SUP D

Name: DALLAS/FORT WORTH MINORITY SUP D — DALLAS/FORT WORTH MINORITY SUPPL DEVELOPMENT COUNCIL 401K PLAN, Form 5500 (2023)
Creator: DALLAS/FORT WORTH MINORITY SUP D

Form 5500-SF

FILING_RECEIVED

DALLAS/FORT WORTH MINORITY SUPPL DEVELOPMENT COUNCIL 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$858K

Net assets (EOY)

$858K

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 DALLAS/FORT WORTH MINORITY SUP D.

Plan sponsor

Name

DALLAS/FORT WORTH MINORITY SUP D

EIN

75-1522447

Address

8828 NORTH STEMMONS FREEWAY · SUITE 550 · DALLAS, TX · 75247

Phone

(214) 538-4265

Industry

Public Administrationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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