Original filing (PDF)20250715100038NAL0001922593002

COUNCIL FOR RELATIONSHIPS INC.

Name: COUNCIL FOR RELATIONSHIPS INC. — COUNCIL FOR RELATIONSHIPS RETIREMENT AND TDA PLAN, Form 5500 (2024)
Creator: COUNCIL FOR RELATIONSHIPS INC.

Form 5500-SF

FILING_RECEIVED

COUNCIL FOR RELATIONSHIPS RETIREMENT AND TDA PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

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 COUNCIL FOR RELATIONSHIPS INC..

Plan sponsor

Name

COUNCIL FOR RELATIONSHIPS INC.

EIN

23-6297362

Address

4025 CHESTNUT STREET, 1ST FLOOR · PHILADELPHIA, PA · 191043081

Phone

(215) 382-6680

Industry

Health Care & Social Assistancesee 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

2025-07-15

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2S · Automatic enrollment

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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MINDFUL HEALTH SOLUTIONS