Original filing (PDF)20260106092814NAL0007679296001

COLLEGE AUXILIARY SERVICES

Name: COLLEGE AUXILIARY SERVICES — COLLEGE AUXILIARY SERVICES OF STATE UNIVERSITY OF NEW YORK AT PLATTSBURGH TAX SHELTERED ANNUTIY PLA, Form 5500 (2024)
Creator: COLLEGE AUXILIARY SERVICES

Form 5500-SF

FILING_RECEIVED

COLLEGE AUXILIARY SERVICES OF STATE UNIVERSITY OF NEW YORK AT PLATTSBURGH TAX SHELTERED ANNUTIY PLA

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 COLLEGE AUXILIARY SERVICES.

Plan sponsor

Name

COLLEGE AUXILIARY SERVICES

EIN

14-1364580

Address

101 BROAD STREET · PLATTSBURGH, NY · 12901

Phone

(518) 564-2035

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-06

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

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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