How big is Kathleen Gundrum's plan?

Kathleen Gundrum's plan reported $4.0M in assets and 6 participants for 2024.

Original filing (PDF)20250630132959NAL0028861122001

Kathleen Gundrum

Name: Kathleen Gundrum — Capital District Library Council, Form 5500 (2024)
Creator: Kathleen Gundrum
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital District Library Council 403(b) Plan

403(b) retirement plan · Kathleen Gundrum's Capital District Library Council 403(b) Plan held $4.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Kathleen Gundrum signed Kathleen Gundrum's 2024 Form 5500 as plan administrator.

Kathleen Gundrum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kathleen Gundrum's EIN is 14-1501684.

EIN 14-1501684

Plan number 001

Plan year 2024

ACK ID 20250630132959NAL0028861122001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kathleen Gundrum from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kathleen Gundrum's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATHLEEN GUNDRUM.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

KATHLEEN GUNDRUM

DBA

CAPITAL DISTRICT LIBRARY COUNCIL

EIN

all filings

Address

800 TROY SCHENECTADY RD STE 204 · LATHAM, NY · 121102424

Phone

(518) 438-2500

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