Original filing (PDF)20241015100514NAL0016110883003

THE CENTER FOR SUCCESS AND INDEPENDENCE

Name: THE CENTER FOR SUCCESS AND INDEPENDENCE — THE CENTER FOR SUCCESS & INDEPENDENCE 403(B) PLAN, Form 5500 (2023)
Creator: THE CENTER FOR SUCCESS AND INDEPENDENCE

Form 5500-SF

FILING_RECEIVED

THE CENTER FOR SUCCESS & INDEPENDENCE 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$78K

Net assets (EOY)

$78K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 CENTER FOR SUCCESS AND INDEPENDENCE.

Plan sponsor

Name

THE CENTER FOR SUCCESS AND INDEPENDENCE

EIN

76-0604033

Address

3722 PINEMONT DRIVE · HOUSTON, TX · 77018

Phone

(713) 426-4545

Industry

Health Care & Social Assistancesee 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

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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