Original filing (PDF)20250624112753NAL0004042483001

GEORGIA TRUST FOR HISTORIC PRESERVATION INC.

Name: GEORGIA TRUST FOR HISTORIC PRESERVATION INC. — GEORGIA TRUST FOR HISTORIC PRESERVATION INC. 403B PLAN, Form 5500 (2024)
Creator: GEORGIA TRUST FOR HISTORIC PRESERVATION INC.

Form 5500-SF

FILING_RECEIVED

GEORGIA TRUST FOR HISTORIC PRESERVATION INC. 403B PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$486K

Net assets (EOY)

$486K

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 GEORGIA TRUST FOR HISTORIC PRESERVATION INC..

Plan sponsor

Name

GEORGIA TRUST FOR HISTORIC PRESERVATION INC.

EIN

23-7357226

Address

1516 PEACHTREE ST NW · ATLANTA, GA · 30309

Phone

(404) 885-7801

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-06-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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