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ASSOCIATION OF SOCIAL WORK BOARDS — ASSOCIATION OF SOCIAL WORK BOARDS RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250430133835NAL0002916160001
ASSOCIATION OF SOCIAL WORK BOARDS
Form 5500-SF
FILING_RECEIVED
ASSOCIATION OF SOCIAL WORK BOARDS RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
60
Accounts w/ balance
66
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ASSOCIATION OF SOCIAL WORK BOARDS
.
Find decision makers
Plan sponsor
Name
ASSOCIATION OF SOCIAL WORK BOARDS
EIN
22-2414510
Address
17126 MOUNTAIN RUN VISTA COURT · CULPEPPER, VA · 22701
Phone
(540) 829-6880
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
SBSF
EIN
27-3232902
City
DULUTH, GA
Phone
—
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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