Original filing (PDF)20230509101935NAL0039008656001

CLARKSON UNIVERSITY

Name: CLARKSON UNIVERSITY — UNION GRADUATE COLLEGE RETIREMENT PLAN, Form 5500 (2022)
Creator: CLARKSON UNIVERSITY

Form 5500-SF

FILING_RECEIVED

UNION GRADUATE COLLEGE RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 CLARKSON UNIVERSITY.

Plan sponsor

Name

CLARKSON UNIVERSITY

EIN

15-0543659

Address

8 CLARKSON AVENUE · BOX 5546 · POTSDAM, NY · 136991401

Phone

(315) 268-7258

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial 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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