How big is Society for Research on Educational's plan?

Society for Research on Educational's plan reported $248K in assets and 3 participants for 2024.

Original filing (PDF)20250618144022NAL0002553297001

Society for Research on Educational

Name: Society for Research on Educational — SREE 403(b), Form 5500 (2024)
Creator: Society for Research on Educational
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SREE 403(b) Plan

403(b) retirement plan · Society for Research on Educational's SREE 403(b) Plan held $248K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$248K

Net assets (EOY)

$248K

People on this filing

Ellen R. Weiss signed Society for Research on Educational's 2024 Form 5500 as plan administrator.

Ellen R. Weiss — 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

Society for Research on Educational's EIN is 26-4739791.

EIN 26-4739791

Plan number 002

Plan year 2024

ACK ID 20250618144022NAL0002553297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Society for Research on Educational from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Society for Research on Educational's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOCIETY FOR RESEARCH ON EDUCATIONAL.

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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