· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COUNCIL OF STATE AND TERRITORIAL EPIDEMIOLOGISTS — CSTE RETIREMENT PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241212080537NAL0012431473001
COUNCIL OF STATE AND TERRITORIAL EPIDEMIOLOGISTS
Form 5500-SF
FILING_RECEIVED
CSTE RETIREMENT PLAN & TRUST
401(k) retirement plan
Active participants
95
Accounts w/ balance
120
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COUNCIL OF STATE AND TERRITORIAL EPIDEMIOLOGISTS
.
Find decision makers
Plan sponsor
Name
COUNCIL OF STATE AND TERRITORIAL EPIDEMIOLOGISTS
EIN
23-7410799
Address
2635 CENTURY PARKWAY NE · SUITE 700 · ATLANTA, GA · 30345
Phone
(770) 458-3811
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2024-12-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
RED MOUNTAIN MED HOLDINGS, LLC
RED MOUNTAIN MED SPA, LLC 401(K) PLAN
$9.2M · 187 participants
STRATA PATHOLOGY SERVICES, INC.
STRATA PATHOLOGY SERVICES, INC. 401(K) PLAN
$9.2M · 85 participants
CAPITOL IMAGING SERVICES, LLC
CAPITOL IMAGING SERVICES, LLC 401(K) PLAN
$9.1M · 466 participants
HCSC-BLOOD CENTER, INC.
HCSC-BLOOD CENTER, INC. TAX DEFERRED ANNUITY PLAN
$9.1M · 203 participants
DIAGNOSTIC ULTRASOUND CONSULTANTS, P.C.
FLINN COMPANIES 401(K) PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$9.4M · 113 participants
ZEVRA THERAPEUTICS, INC.
ZEVRA THERAPEUTICS, INC. 401(K) PLAN
$9.4M · 53 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
