Original filing (PDF)20250613171722NAL0017713201001

THE ROBERT A. WELCH FOUNDATION

Name: THE ROBERT A. WELCH FOUNDATION — THRIFT PLAN OF THE ROBERT A. WELCH FOUNDATION, Form 5500 (2024)
Creator: THE ROBERT A. WELCH FOUNDATION

Form 5500-SF

FILING_RECEIVED

THRIFT PLAN OF THE ROBERT A. WELCH FOUNDATION

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 THE ROBERT A. WELCH FOUNDATION.

Plan sponsor

Name

THE ROBERT A. WELCH FOUNDATION

EIN

76-0343128

Address

P.O. BOX 27944 · HOUSTON, TX · 77227

Phone

(713) 961-9884

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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