How big is Ukraine-Moldova American Enterprise Fund's plan?

Ukraine-Moldova American Enterprise Fund's plan reported $2.3M in assets and 2 participants for 2024.

Original filing (PDF)20251003094014NAL0003054370001

Ukraine-Moldova American Enterprise Fund

Name: Ukraine-Moldova American Enterprise Fund — Form 5500 Plan 001 (2024)
Creator: Ukraine-Moldova American Enterprise Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan for Employees of Ukraine-Moldova American Enterprise Fund

403(b) retirement plan · Ukraine-Moldova American Enterprise Fund's 403(b) Thrift Plan for Employees of Ukraine-Moldova American Enterprise Fund held $2.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Natalia Kovalenko signed Ukraine-Moldova American Enterprise Fund's 2024 Form 5500 as plan administrator.

Natalia Kovalenko — 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

Ukraine-Moldova American Enterprise Fund's EIN is 13-3786524.

EIN 13-3786524

Plan number 001

Plan year 2024

ACK ID 20251003094014NAL0003054370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ukraine-Moldova American Enterprise Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ukraine-Moldova American Enterprise Fund's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UKRAINE-MOLDOVA AMERICAN ENTERPRISE FUND.

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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 average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

UKRAINE-MOLDOVA AMERICAN ENTERPRISE FUND

EIN

all filings

Address

175 W JACKSON BLVD STE 1640 · CHICAGO, IL · 606042712

Phone

(312) 939-7003

Industry

Other Services (ex. Public Admin)

Plan administrator