Original filing (PDF)20260202160200NAL0000747091002

STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION

Name: STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION — Form 5500 (2024)
Creator: STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION.

Plan sponsor

Name

STATE HIGHER EDUCATION EXECUTIVE OFFICERS ASSOCIATION

EIN

23-7167258

Address

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

Phone

(303) 541-1604

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

036

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-02-02

Pension benefit codes

2L · 403(b)(1) annuity

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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