Original filing (PDF)20251009061306NAL0006558065001

HOLY CROSS OBGYN

Name: HOLY CROSS OBGYN — HOLY CROSS OBGYN CASH BALANCE PLAN, Form 5500 (2024)
Creator: HOLY CROSS OBGYN

Form 5500-SF

FILING_RECEIVED

HOLY CROSS OBGYN CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$607K

Net assets (EOY)

$607K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLY CROSS OBGYN.

Plan sponsor

Name

HOLY CROSS OBGYN

EIN

82-3655101all filings

Address

1010 N BELT LINE ROAD · SUITE 101 · MESQUITE, TX · 75149

Phone

(864) 546-9114

Industry

Offices of Physicians· 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

2025-10-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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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