Original filing (PDF)20250721133653NAL0003271282001

AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY

Name: AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY — AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY 403(B) DC PLAN, Form 5500 (2024)
Creator: AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY

Form 5500-SF

FILING_RECEIVED

AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY 403(B) DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY.

Plan sponsor

Name

AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY

EIN

39-0962197

Address

2021 21ST AVENUE S. · SUITE 320 · NASHVILLE, TN · 37212

Phone

(615) 320-3203

Industry

Educational Servicessee all

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

2025-07-21

Pension benefit codes

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

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