Original filing (PDF)20250505133908NAL0018153522001

POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC.

Name: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. — POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT), Form 5500 (2024)
Creator: POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC. 403(B) CUSTODIAL PLAN (MGMT)

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC..

Plan sponsor

Name

POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC.

EIN

15-0532293

Address

MERRITT HALL · 44 PIERREPONT AVENUE · POTSDAM, NY · 13676

Phone

(315) 267-3780

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-05

Pension benefit codes

2L · 403(b)(1) annuity

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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