Original filing (PDF)20250415164947NAL0001577171001

AMERICAN SOCIETY OF CIVIL ENGINEERS

Name: AMERICAN SOCIETY OF CIVIL ENGINEERS — AMERICAN SOCIETY OF CIVIL ENGINEERS TAX DEFERRED ANNUITY PLAN, Form 5500 (2023)
Creator: AMERICAN SOCIETY OF CIVIL ENGINEERS

Form 5500

FILING_RECEIVED

AMERICAN SOCIETY OF CIVIL ENGINEERS TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

239

Accounts w/ balance

445

Plan assets (EOY)

$57.9M

Net assets (EOY)

$57.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN SOCIETY OF CIVIL ENGINEERS.

Plan sponsor

Name

AMERICAN SOCIETY OF CIVIL ENGINEERS

EIN

13-1635293

Address

1801 ALEXANDER BELL DRIVE #100 · RESTON, VA · 201914382

Phone

(703) 295-6300

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-15

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

CARON & BLETZER, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS, LLC	26-0058143	—	ADVISOR	$15K	—

Accountant / Auditor

Investments

1 pooled fund· $1.9M(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.