Original filing (PDF)20251014073156NAL0001077315001

CHILDREN'S SCHOLARSHIP FUND

Name: CHILDREN'S SCHOLARSHIP FUND — CHILDREN'S SCHOLARSHIP FUND 403(B) TAX SHELTERED ANNUITY, Form 5500 (2024)
Creator: CHILDREN'S SCHOLARSHIP FUND

Form 5500-SF

FILING_RECEIVED

CHILDREN'S SCHOLARSHIP FUND 403(B) TAX SHELTERED ANNUITY

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDREN'S SCHOLARSHIP FUND.

Plan sponsor

Name

CHILDREN'S SCHOLARSHIP FUND

EIN

13-4002189

Address

8 W 38TH ST FL 8 · NEW YORK, NY · 100186229

Phone

(212) 515-7107

Industry

Other Services (ex. Public Admin)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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

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