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THE AMERICAN GERIATRICS SOCIETY — PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250626165748NAL0005068291001
THE AMERICAN GERIATRICS SOCIETY
Form 5500-SF
FILING_RECEIVED
PENSION PLAN OF THE AMERICAN GERIATRICS SOCIETY
403(b) retirement plan
Active participants
22
Accounts w/ balance
48
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE AMERICAN GERIATRICS SOCIETY
.
Find decision makers
Plan sponsor
Name
THE AMERICAN GERIATRICS SOCIETY
EIN
13-1950856
Address
40 FULTON STREET, FLOOR 18 · NEW YORK, NY · 10038
Phone
(212) 308-1414
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
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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WOODWARD HINES EDUCATION FOUNDATION
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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