Original filing (PDF)20250212124059NAL0010866611001

THE ENROLLMENT MANAGEMENT ASSOCIATION, INC.

Name: THE ENROLLMENT MANAGEMENT ASSOCIATION, INC. — THE ENROLLMENT MANAGEMENT ASSOCIATION, INC. - 403B DC PLAN, Form 5500 (2023)
Creator: THE ENROLLMENT MANAGEMENT ASSOCIATION, INC.

Form 5500-SF

FILING_RECEIVED

THE ENROLLMENT MANAGEMENT ASSOCIATION, INC. - 403B DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

106

Plan assets (EOY)

$18.8M

Net assets (EOY)

$18.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ENROLLMENT MANAGEMENT ASSOCIATION, INC..

Plan sponsor

Name

THE ENROLLMENT MANAGEMENT ASSOCIATION, INC.

EIN

06-6011774

Address

862 ROUTE 518 · SKILLMAN, NJ · 085582614

Phone

(609) 436-6153

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-02-12

Pension benefit codes

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2M · 403(b)(7) custodial accounts

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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