Original filing (PDF)20260313094402NAL0008016384001

EARTH UNIVERSITY FOUNDATION

Name: EARTH UNIVERSITY FOUNDATION — EARTH UNIVERSITY FOUNDATION 403(B) DEFINED CONTRIBUTION PLAN #330668, Form 5500 (2024)
Creator: EARTH UNIVERSITY FOUNDATION

Form 5500-SF

FILING_RECEIVED

EARTH UNIVERSITY FOUNDATION 403(B) DEFINED CONTRIBUTION PLAN #330668

403(b) retirement plan

Signals · 1

Late filing · 3.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EARTH UNIVERSITY FOUNDATION.

Plan sponsor

Name

EARTH UNIVERSITY FOUNDATION

EIN

38-2920639

Address

151 ELLIS ST NE FL 1 · ATLANTA, GA · 303032437

Phone

(904) 995-1230

Industry

Educational Servicessee all

Plan administrator

Name

JENNIFER SZAPIRO-FAST

EIN

38-2920639

City

ATLANTA, GA

Phone

(908) 208-5978

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-03-13

Pension benefit codes

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

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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