Original filing (PDF)20230525083914NAL0017740720001

COUNCIL FOR ECONOMIC EDUCATION

Name: COUNCIL FOR ECONOMIC EDUCATION — COUNCIL FOR ECONOMIC EDUCATION 403(B) TDA PLAN, Form 5500 (2022)
Creator: COUNCIL FOR ECONOMIC EDUCATION

Form 5500-SF

FILING_RECEIVED

COUNCIL FOR ECONOMIC EDUCATION 403(B) TDA PLAN

403(b) retirement plan

Signals · 1

Late filing · 42.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COUNCIL FOR ECONOMIC EDUCATION.

Plan sponsor

Name

COUNCIL FOR ECONOMIC EDUCATION

EIN

13-1623848

Address

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

Phone

(212) 827-3600

Industry

Educational Servicessee all

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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