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Original filing (PDF)20251007122224NAL0002661155001
AMERICAN EDUCATIONAL RESEARCH ASSOCIATION
Form 5500-SF
FILING_RECEIVED
AMERICAN EDUCATIONAL RESEARCH ASSOCIATION TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
13
Accounts w/ balance
22
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
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
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN EDUCATIONAL RESEARCH ASSOCIATION.
Plan sponsor
Name
AMERICAN EDUCATIONAL RESEARCH ASSOCIATION
EIN
23-7003537
Address
1430 K STREET, NW, SUITE 1200 · WASHINGTON, DC · 200052528
Phone
(202) 238-3245
Industry
Other Services (ex. Public Admin)see 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
2025-10-07
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
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