Original filing (PDF)20250505133908NAL0018153522001

Potsdam Auxiliary & College Educational Services, Inc.

Name: Potsdam Auxiliary & College Educational Services, Inc. — Form 5500 Plan 006 (2024)
Creator: Potsdam Auxiliary & College Educational Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Potsdam Auxiliary & College Educational Services, Inc. 403(b) Custodial Plan (Mgmt)

403(b) retirement plan · Potsdam Auxiliary & College Educational Services, Inc.'s Potsdam Auxiliary & College Educational Services, Inc. 403(b) Custodial Plan (Mgmt) held $4.2M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Patrick B. Gray signed Potsdam Auxiliary & College Educational Services, Inc.'s 2024 Form 5500 as plan administrator.

Patrick B. Gray — 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

Potsdam Auxiliary & College Educational Services, Inc.'s EIN is 15-0532293.

EIN 15-0532293

Plan number 006

Plan year 2024

ACK ID 20250505133908NAL0018153522001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Potsdam Auxiliary & College Educational Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Potsdam Auxiliary & College Educational Services, Inc.'s plan includes a 403(b) annuity, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POTSDAM AUXILIARY & COLLEGE EDUCATIONAL SERVICES, INC..

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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