How big is Educational Records Bureau Tax Annuity Plan's plan?

Educational Records Bureau Tax Annuity Plan's plan reported $9.9M in assets and 48 participants for 2025.

Original filing (PDF)20260310095412NAL0003853411001

Educational Records Bureau Tax Annuity Plan

Name: Educational Records Bureau Tax Annuity Plan — Form 5500 (2025)
Creator: Educational Records Bureau Tax Annuity Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · Educational Records Bureau Tax Annuity Plan held $9.9M in plan assets for 48 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

People on this filing

ALEX LIU signed Educational Records Bureau Tax Annuity Plan's 2025 Form 5500 as plan administrator.

ALEX LIU — 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

Educational Records Bureau Tax Annuity Plan's EIN is 13-1782470.

EIN 13-1782470

Plan number 001

Plan year 2025

ACK ID 20260310095412NAL0003853411001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Educational Records Bureau Tax Annuity Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Educational Records Bureau Tax Annuity Plan's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDUCATIONAL RECORDS BUREAU TAX ANNUITY PLAN.

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

EDUCATIONAL RECORDS BUREAU TAX ANNUITY PLAN

EIN

all filings

Address

105 E 34TH ST PMB 146 · NEW YORK, NY · 100164601

Phone

(646) 503-2627

Industry

Educational Services

Plan administrator