· 2022–2024 · DOL EFAST2

CENTER FOR TRANSFORMATIVE ACTION — CENTER FOR TRANSFORMATIVE ACTION 403(B) PLAN, Form 5500 (2024)

Original filing (PDF)20250625140949NAL0004635187001

CENTER FOR TRANSFORMATIVE ACTION

Form 5500-SF

FILING_RECEIVED

CENTER FOR TRANSFORMATIVE ACTION 403(B) PLAN

403(b) retirement plan

Active participants

63

Accounts w/ balance

11

Plan assets (EOY)

$285K

Net assets (EOY)

$285K

Plan health score

Above-average plan

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

43

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTER FOR TRANSFORMATIVE ACTION.

Plan sponsor

Name

CENTER FOR TRANSFORMATIVE ACTION

EIN

16-0990318all filings

Address

P.O. BOX 760 · ITHACA, NY · 14851

Phone

(607) 255-6202

Industry

Other Services (ex. Public Admin)see 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

2025-06-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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