Original filing (PDF)20230306130247NAL0011187376001

ROBERT COLLEGE AND THE TURKISH AMERICAN EDUCATIONAL FOUNDATION

Name: ROBERT COLLEGE AND THE TURKISH AMERICAN EDUCATIONAL FOUNDATION — ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN, Form 5500 (2022)
Creator: ROBERT COLLEGE AND THE TURKISH AMERICAN EDUCATIONAL FOUNDATION

Form 5500-SF

FILING_RECEIVED

ROBERT COLLEGE OF ISTANBUL DEFINED CONTRIBUTION RETIRE PLAN

403(b) retirement plan

Signals · 1

Late filing · 27.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT COLLEGE AND THE TURKISH AMERICAN EDUCATIONAL FOUNDATION.

Plan sponsor

Name

ROBERT COLLEGE AND THE TURKISH AMERICAN EDUCATIONAL FOUNDATION

EIN

13-5596879

Address

461 FIFTH AVENUE · 17TH FLOOR · NEW YORK, NY · 10017

Phone

(212) 340-7061

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2019-01-01

Tax period

2019-12-31

Filed

2023-03-06

Pension benefit codes

2L · 403(b)(1) annuity

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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