TAX SHELTER ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATION
403(b) retirement plan
Signals · 1
High average account balance
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score
92
/ 100
Grade A
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
71
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ACHELIS AND BODMAN FOUNDATION.
Plan sponsor
Name
THE ACHELIS AND BODMAN FOUNDATION
EIN
13-6022018
Address
420 LEXINGTON AVENUE, SUITE 2803 · NEW YORK, NY · 10170
