Original filing (PDF)20250721133653NAL0003271282001

American Association for State and Local History

Name: American Association for State and Local History — Form 5500 Plan 001 (2024)
Creator: American Association for State and Local History
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

American Association for State and Local History 403(b) DC Plan

403(b) retirement plan · American Association for State and Local History's American Association for State and Local History 403(b) DC Plan held $2.4M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Bethany Hawkins signed American Association for State and Local History's 2024 Form 5500 as plan administrator.

Bethany Hawkins — 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

American Association for State and Local History's EIN is 39-0962197.

EIN 39-0962197

Plan number 001

Plan year 2024

ACK ID 20250721133653NAL0003271282001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for American Association for State and Local History from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

American Association for State and Local History's plan includes a 403(b) annuity, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY

EIN

all filings

Address

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

Phone

(615) 320-3203

Industry

Educational Services

Plan administrator