Original filing (PDF)20250522105900NAL0002593857001

COMMUNITY FOUNDATION OF NORTH TEXAS, INC

Name: COMMUNITY FOUNDATION OF NORTH TEXAS, INC — COMMUNITY FOUNDATION OF NORTH TEXAS, INC 403B RETIREMENT PLAN, Form 5500 (2024)
Creator: COMMUNITY FOUNDATION OF NORTH TEXAS, INC

Form 5500-SF

FILING_RECEIVED

COMMUNITY FOUNDATION OF NORTH TEXAS, INC 403B RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 COMMUNITY FOUNDATION OF NORTH TEXAS, INC.

Plan sponsor

Name

COMMUNITY FOUNDATION OF NORTH TEXAS, INC

EIN

75-2267767

Address

777 MAIN STREET · SUITE 2850 · FORT WORTH, TX · 76102

Phone

(817) 877-0702

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

2025-05-22

Pension benefit codes

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2J · 401(k) feature

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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