Original filing (PDF)20251015145251NAL0002486963001

URSULINE SISTERS MISSION

Name: URSULINE SISTERS MISSION — URSULINE SISTERS MISSION 403(B) PLAN, Form 5500 (2024)
Creator: URSULINE SISTERS MISSION

Form 5500-SF

FILING_RECEIVED

URSULINE SISTERS MISSION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$890K

Net assets (EOY)

$890K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for URSULINE SISTERS MISSION.

Plan sponsor

Name

URSULINE SISTERS MISSION

EIN

83-0589559

Address

4280 SHIELDS ROAD · CANFIELD, OH · 44406

Phone

(330) 793-0434

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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