Original filing (PDF)20250324083402NAL0006814115001

DALLAS JEWISH COMMUNITY FOUNDATION

Name: DALLAS JEWISH COMMUNITY FOUNDATION — DALLAS JEWISH COMMUNITY FOUNDATION 403(B) SAVINGS PLAN, Form 5500 (2024)
Creator: DALLAS JEWISH COMMUNITY FOUNDATION

Form 5500-SF

FILING_RECEIVED

DALLAS JEWISH COMMUNITY FOUNDATION 403(B) SAVINGS PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 JEWISH COMMUNITY FOUNDATION.

Plan sponsor

Name

DALLAS JEWISH COMMUNITY FOUNDATION

EIN

75-2836123

Address

12700 HILLCREST ROAD, SUITE 201 · DALLAS, TX · 75230

Phone

(214) 615-5231

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

2025-03-24

Pension benefit codes

2L · 403(b)(1) annuity

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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FORMER MEMBERS OF CONGRESS