· 2022–2024 · DOL EFAST2

HOMELESS AND TRAVELERS AID SOC — 403(B) THRIFT PLAN FOR EMPLOYEES OF HOMELESS AND TRAVELERS AID SOCIETY OF THE CAPITAL DISTRICT, INC., Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250519103249NAL0000987440001

HOMELESS AND TRAVELERS AID SOC

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF HOMELESS AND TRAVELERS AID SOCIETY OF THE CAPITAL DISTRICT, INC.

401(k) retirement plan

Active participants

14

Accounts w/ balance

15

Plan assets (EOY)

$576K

Net assets (EOY)

$576K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

76

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOMELESS AND TRAVELERS AID SOC.

Plan sponsor

Name

HOMELESS AND TRAVELERS AID SOC

EIN

14-1482188

Address

138 CENTRAL AVE · ALBANY, NY · 122062901

Phone

(518) 463-2124

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

2025-05-19

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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