# M.B. & Edna Zale Foundation 403(b) Plan
Source: https://planprovider.pro/companies/m-b-edna-zale-foundation-403b-plan

> M.B. & Edna Zale Foundation's 403(b) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** M.B. & Edna Zale Foundation

- **Sponsor EIN:** 756037429

- **Sponsor Address:** 12801 N. CENTRAL EXPRESSWAY STE 430, DALLAS, TX, 75243

- **Plan Type:** 403(b)

- **Total Participants:** 2

- **Total Assets:** $251,537

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2|$251,537|$33,643|$0|

| 2023|1|$184,345|$14,533|$0|

| 2022|2|$2.7M|$63,580|$0|

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