Original filing (PDF)20250730094253NAL0009838306001

CENTER FOR INQUIRY

Name: CENTER FOR INQUIRY — CENTER FOR INQUIRY TAX DEFFERED ANNUITY PLAN, Form 5500 (2024)
Creator: CENTER FOR INQUIRY

Form 5500-SF

FILING_RECEIVED

CENTER FOR INQUIRY TAX DEFFERED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$629K

Net assets (EOY)

$629K

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 INQUIRY.

Plan sponsor

Name

CENTER FOR INQUIRY

EIN

22-2306795

Address

PO BOX 741 · AMHERST, NY · 142260741

Phone

(716) 636-4869

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2L · 403(b)(1) annuity

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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