Original filing (PDF)20250710103557NAL0014886962001

PENNSYLVANIA ASSISTIVE TECHNOLOGY FDN

Name: PENNSYLVANIA ASSISTIVE TECHNOLOGY FDN — Form 5500 (2024)
Creator: PENNSYLVANIA ASSISTIVE TECHNOLOGY FDN

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 PENNSYLVANIA ASSISTIVE TECHNOLOGY FDN.

Plan sponsor

Name

PENNSYLVANIA ASSISTIVE TECHNOLOGY FDN

EIN

23-2953796

Address

1004 W 9TH AVE FL 1 · KING OF PRUSSIA, PA · 194061205

Phone

(484) 674-0506

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

2025-07-10

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

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

THE GREATER DALTON CHAMBER OF COMMERCE

THE GREATER DALTON CHAMBER OF COMMERCE 401(K) SAVINGS PLAN

$1.7M · 9 participants

ADULT CONGENITAL HEART ASSOCIA

403(B) THRIFT PLAN FOR EMPLOYEES OF ADULT CONGENITAL HEART ASSOCIATION, INC.

$1.7M · 12 participants

INTERNATIONAL ASSOCIATION OF DEFENSE COUNSEL

IADC 401(K) PLAN

$1.7M · 10 participants

UNITED WAY OF CENTRAL NEW YORK, INC.

UNITED WAY OF CENTRAL NEW YORK, INC. 401(K) P/S PLAN

$1.7M · 34 participants

LAKERIDGE TAX DISTRICT