How big is Student U's plan?

Student U's plan reported $362K in assets and 18 participants for 2024.

Original filing (PDF)20250918195218NAL0001787745001

Student U

Name: Student U — Student U 403(b) Plan, Form 5500 (2024)
Creator: Student U
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Student U 403(b) Plan

401(k) retirement plan · Student U's Student U 403(b) Plan held $362K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$362K

Net assets (EOY)

$362K

Plan identifiers

Student U's EIN is 27-3460491.

EIN 27-3460491

Plan number 001

Plan year 2024

ACK ID 20250918195218NAL0001787745001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Student U's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STUDENT U.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

STUDENT U

EIN

all filings

Address

600 EAST UMSTEAD STREET · DURHAM, NC · 27701

Phone

(704) 619-6345

Industry

Public Administration

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

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

Related plans

Similar-size Public Administration plans

Capitol Hill Policy Group

Capitol Hill Policy Group 401(k) Plan

$365K · 5 participants

Atout France

Atout France 401(k) Plan

$359K · 6 participants

Green River Volunteer Fire Department, Inc.

Green River Fire & Rescue 401(k) Plan

$368K · 14 participants

Oklahoma Association of Commun

403(b) Thrift Plan for Employees of Oklahoma Association of Community Action Agencies, Inc.

$369K · 6 participants

Community Access Line of the Lakeshore, Inc.

Community Access Line of the Lakeshore, Inc. 403(b) Retirement Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.