Original filing (PDF)20250813150346NAL0004932227001

LOUISE ALLEN FOUNDATION

Name: LOUISE ALLEN FOUNDATION — LOUISE ALLEN FOUNDATION 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: LOUISE ALLEN FOUNDATION

Form 5500-SF

FILING_RECEIVED

LOUISE ALLEN FOUNDATION 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

Plan health score

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

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOUISE ALLEN FOUNDATION.

Plan sponsor

Name

LOUISE ALLEN FOUNDATION

EIN

83-1338031all filings

Address

555 N CARANCAHUA ST STE 240 · CORPUS CHRISTI, TX · 78401

Phone

(361) 882-1341

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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