Original filing (PDF)20250728104250NAL0002049568001

ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL

Name: ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL — ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL (ASBO) TAX-DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL

Form 5500-SF

FILING_RECEIVED

ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL (ASBO) TAX-DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL.

Plan sponsor

Name

ASSOCIATION OF SCHOOL BUSINESS OFFICIALS INTERNATIONAL

EIN

36-6124610

Address

11160 C-1 SOUTH LAKES DR #808 · RESTON, VA · 20191

Phone

(703) 478-0405

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

2025-07-28

Pension benefit codes

2L · 403(b)(1) annuity

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

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