Original filing (PDF)20250410135433NAL0021630177001

RARITAN HEADWATERS ASSOCIATION

Name: RARITAN HEADWATERS ASSOCIATION — RARITAN HEADWATERS ASSOCIATION 403(B) PLAN, Form 5500 (2024)
Creator: RARITAN HEADWATERS ASSOCIATION

Form 5500-SF

FILING_RECEIVED

RARITAN HEADWATERS ASSOCIATION 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 RARITAN HEADWATERS ASSOCIATION.

Plan sponsor

Name

RARITAN HEADWATERS ASSOCIATION

EIN

22-1722944

Address

2121 LARGER CROSS ROAD · GLADSTONE, NJ · 07934

Phone

(908) 234-1852

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

2025-04-10

Pension benefit codes

2L · 403(b)(1) annuity

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

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

FIRST MOUNT ZION BAPTIST CHURCH

FIRST MOUNT ZION BAPTIST CHURCH 401(K) PLAN

$1.3M · 18 participants

TECHNICAL ASSOCIATION OF THE PULP AND PAPER INDUSTRY, INC.

TECHNICAL ASSOC. OF THE PULP & PAPER INDUSTRY TAX SHELTER ANNUITY PLAN

$1.3M · 26 participants

SOUTHWEST BUSINESS IMPROVEMENT DISTRICT

SOUTHWEST BUSINESS IMPROVEMENT DISTRICT RETIREMENT PLAN

$1.3M · 24 participants

ENVIRONMENTAL POLICY INNOVATION CENTER

ENVIRONMENTAL POLICY INNOVATION CENTER 401(K) PLAN

$1.3M · 36 participants