Original filing (PDF)20251010132023NAL0018664754001

MONTGOMERY COUNTY WOMEN'S CENT

Name: MONTGOMERY COUNTY WOMEN'S CENT — 403(B) THRIFT PLAN FOR EMPLOYEES OF MONTGOMERY COUNTY WOMEN'S CENTER, Form 5500 (2024)
Creator: MONTGOMERY COUNTY WOMEN'S CENT

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF MONTGOMERY COUNTY WOMEN'S CENTER

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 MONTGOMERY COUNTY WOMEN'S CENT.

Plan sponsor

Name

MONTGOMERY COUNTY WOMEN'S CENT

EIN

76-0061208

Address

1401 AIRPORT RD · CONROE, TX · 773013121

Phone

(936) 441-4044

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

2025-10-10

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Related plans

Similar-size Health Care & Social Assistance plans

WESTSIDE FOOD BANK

WESTSIDE FOOD BANK RETIREMENT TRUST

$1.0M · 13 participants

THE JAZZ FOUNDATION OF AMERICA, INC.

JAZZ FOUNDATION 401(K) PLAN

$1.0M · 13 participants

COMMUNITY ACTION COUNCIL OF PORTAGE COUNTY INC.

COMMUNITY ACTION COUNCIL OF PORTAGE COUNTY INC. TAX SHELTERED ANNUITY PLAN

$1.0M · 31 participants

BEGINNINGS FOR PARENTS OF CHILDREN WHO ARE DEAF OR HARD OF HEARING, IN

BEGINNINGS FOR PARENTS OF CHILDREN WHO ARE DEAF OR HARD OF HEARING, INC. 401(K) PLAN

$1.0M · 14 participants