Original filing (PDF)20260202160200NAL0000747091001

State Higher Education Executive Officers Association

Name: State Higher Education Executive Officers Association — Form 5500 Plan 001 (2024)
Creator: State Higher Education Executive Officers Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Teachers Insurance and Annuity Association College Retirement Equities Fund

403(b) retirement plan · State Higher Education Executive Officers Association's Teachers Insurance and Annuity Association College Retirement Equities Fund held $4.2M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

David Szczesny signed State Higher Education Executive Officers Association's 2024 Form 5500 as plan administrator.

David Szczesny — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

State Higher Education Executive Officers Association's EIN is 23-7167258.

EIN 23-7167258

Plan number 001

Plan year 2024

ACK ID 20260202160200NAL0000747091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for State Higher Education Executive Officers Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

State Higher Education Executive Officers Association's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION

EIN

all filings

Address

3035 CENTER GREEN DRIVE · SUITE 100 · BOULDER, CO · 803012205

Phone

(303) 541-1604

Industry

Educational Services

Plan administrator