Original filing (PDF)20250616143926NAL0000980801001

CENTER FOR GOVERNMENTAL RESEARCH INC.

Name: CENTER FOR GOVERNMENTAL RESEARCH INC. — RETIREMENT PLAN OF THE CENTER FOR GOVERNMENTAL RESEARCH INC., Form 5500 (2024)
Creator: CENTER FOR GOVERNMENTAL RESEARCH INC.

Form 5500-SF

FILING_RECEIVED

RETIREMENT PLAN OF THE CENTER FOR GOVERNMENTAL RESEARCH INC.

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

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 CENTER FOR GOVERNMENTAL RESEARCH INC..

Plan sponsor

Name

CENTER FOR GOVERNMENTAL RESEARCH INC.

EIN

16-0754774

Address

1 WASHINGTON ST S STE 400 · ROCHESTER, NY · 146141135

Phone

(585) 327-7050

Industry

Professional & Technical Servicessee 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

2025-06-16

Pension benefit codes

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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

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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