· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE ASSOCIATION OF UNIVERSITY PRESSES, INC. — AUPRESSES INCENTIVE SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260303195043NAL0001609235001
THE ASSOCIATION OF UNIVERSITY PRESSES, INC.
Form 5500-SF
FILING_RECEIVED
AUPRESSES INCENTIVE SAVINGS PLAN
403(b) retirement plan
Active participants
8
Accounts w/ balance
12
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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 ASSOCIATION OF UNIVERSITY PRESSES, INC.
.
Find decision makers
Plan sponsor
Name
THE ASSOCIATION OF UNIVERSITY PRESSES, INC.
EIN
13-2506620
Address
1412 BROADWAY, SUITE 2135 · NEW YORK, NY · 10018
Phone
(212) 989-1010
Industry
Information / Tech / Media
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Information / Tech / Media plans
MANNING PUBLICATIONS CO., LLC
MANNING PUBLICATIONS CO., LLC SAVINGS PLAN
$1.7M · 19 participants
FRISHCO LIMITED, L.L.P.
FRISHCO LIMITED, L.L.P. PROFIT SHARING PLAN
$1.7M
NEW DIRECTIONS PUBLISHING CORP.
NEW DIRECTIONS PUBLISHING CORP. PENSION PLAN
$1.7M · 2 participants
HESPERIAN HEALTH GUIDES
HESPERIAN 403(B) PLAN
$1.8M · 17 participants
SADDLEBACK EDUCATIONAL, INC.
SADDLEBACK EDUCATIONAL, INC. 401(K) PLAN
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 18 participants
CREATIVE CURRICULUM INITIATIVES, LLC
CREATIVE CURRICULUM INITIATIVES, LLC 401(K) PROFIT SHARING PLAN
$1.8M · 9 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
