How big is Achieva Tax Sheltered Annuity Plan's plan?

Achieva Tax Sheltered Annuity Plan's plan reported $580K in assets and 28 participants for 2024.

Original filing (PDF)20251009154841NAL0006838225002

Achieva Tax Sheltered Annuity Plan

Name: Achieva Tax Sheltered Annuity Plan — Form 5500 (2024)
Creator: Achieva Tax Sheltered Annuity Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · Achieva Tax Sheltered Annuity Plan held $580K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$580K

Net assets (EOY)

$580K

Plan identifiers

Achieva Tax Sheltered Annuity Plan's EIN is 25-1505216.

EIN 25-1505216

Plan number 001

Plan year 2024

ACK ID 20251009154841NAL0006838225002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Achieva Tax Sheltered Annuity Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Achieva Tax Sheltered Annuity Plan'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 ACHIEVA TAX SHELTERED ANNUITY PLAN.

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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