How big is Advocates for Trans Equality Education Fund's plan?

Advocates for Trans Equality Education Fund's plan reported $1.3M in assets and 46 participants for 2024.

Original filing (PDF)20250618132004NAL0003478000001

Advocates for Trans Equality Education Fund

Name: Advocates for Trans Equality Education Fund — Form 5500 Plan 001 (2024)
Creator: Advocates for Trans Equality Education Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NATL CTR for Transgendr EQ 403(b)

403(b) retirement plan · Advocates for Trans Equality Education Fund's NATL CTR for Transgendr EQ 403(b) held $1.3M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Jacob McClain signed Advocates for Trans Equality Education Fund's 2024 Form 5500 as plan administrator.

Jacob McClain — 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

Advocates for Trans Equality Education Fund's EIN is 41-2090291.

EIN 41-2090291

Plan number 001

Plan year 2024

ACK ID 20250618132004NAL0003478000001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advocates for Trans Equality Education Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advocates for Trans Equality Education Fund's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVOCATES FOR TRANS EQUALITY EDUCATION FUND.

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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