Original filing (PDF)20240628121719NAL0000642721001

HENRY GEORGE SCHOOL OF SOCIAL SCIENCE 403(B) TDA PLAN

Name: HENRY GEORGE SCHOOL OF SOCIAL SCIENCE 403(B) TDA PLAN — Form 5500 (2023)
Creator: HENRY GEORGE SCHOOL OF SOCIAL SCIENCE 403(B) TDA PLAN

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

Plan health score

/ 100

Grade A

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENRY GEORGE SCHOOL OF SOCIAL SCIENCE 403(B) TDA PLAN.

Plan sponsor

Name

HENRY GEORGE SCHOOL OF SOCIAL SCIENCE 403(B) TDA PLAN

EIN

13-1677402

Address

149 EAST 38TH STREET · NEW YORK, NY · 10016

Phone

(212) 889-8020

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-28

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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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