Greater Texas Foundation, INC. 403(b) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Greater Texas Foundation, INC.
  • Sponsor EIN: 742158821
  • Sponsor Address: 6100 FOUNDATION PLACE DRIVE, BRYAN, TX, 778071105
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 9
  • Total Assets: $1.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20259$1.6M$0$0
20249$2.0M$128,490$67,600
20239$1.6M$125,040$39,300
20229$1.3M$115,761$34,900

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