Original filing (PDF)20230525083914NAL0017740720001

Council for Economic Education

Name: Council for Economic Education — Council for, Form 5500 (2022)
Creator: Council for Economic Education
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Council for Economic Education 403(b) TDA Plan

403(b) retirement plan · Council for Economic Education's Council for Economic Education 403(b) TDA Plan filed a Form 5500 for plan year 2022.

Signals · 1

Late filing · 42.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Sally Wood signed Council for Economic Education's 2022 Form 5500 as plan administrator.

Sally Wood — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Council for Economic Education's EIN is 13-1623848.

EIN 13-1623848

Plan number 002

Plan year 2022

ACK ID 20230525083914NAL0017740720001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Council for Economic Education from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Council for Economic Education's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COUNCIL FOR ECONOMIC EDUCATION.

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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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 42.3 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

COUNCIL FOR ECONOMIC EDUCATION

EIN

all filings

Address

122 E 42ST · SUITE 1012 · NEW YORK, NY · 10168

Phone

(212) 827-3600

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2018-01-01

Tax period

2018-12-31

Filed

2023-05-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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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