Original filing (PDF)20250508145430NAL0012378481001

THE COLLEGE OF SAINT ROSE

Name: THE COLLEGE OF SAINT ROSE — THE COLLEGE OF SAINT ROSE 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: THE COLLEGE OF SAINT ROSE

Form 5500

FILING_RECEIVED

THE COLLEGE OF SAINT ROSE 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE COLLEGE OF SAINT ROSE.

Plan sponsor

Name

THE COLLEGE OF SAINT ROSE

EIN

14-1338371

Address

432 WESTERN AVENUE · ALBANY, NY · 12203

Phone

(518) 454-5138

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-11-30

Filed

2025-05-08

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)

Audit & trust (Schedule H)

Auditor

UHY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$15K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPTRUST	26-0058143	—	NONE	$45K	—
UHY LLP	20-0694403	—	NONE	$18K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.