Original filing (PDF)20251013081647NAL0001508896001

CARY INSTITUTE OF ECOSYSTEM STUDIES

Name: CARY INSTITUTE OF ECOSYSTEM STUDIES — CARY INSTITUTE DC PLAN, Form 5500 (2024)
Creator: CARY INSTITUTE OF ECOSYSTEM STUDIES

Form 5500-SF

FILING_RECEIVED

CARY INSTITUTE DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

119

Plan assets (EOY)

$30.8M

Net assets (EOY)

$30.8M

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 CARY INSTITUTE OF ECOSYSTEM STUDIES.

Plan sponsor

Name

CARY INSTITUTE OF ECOSYSTEM STUDIES

EIN

22-3232968

Address

2801 SHARON TURNPIKE · MILLBROOK, NY · 12545

Phone

(845) 677-7600

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

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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

Service providers (Schedule C)

Small plans don't disclose service providers

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