· 2022–2024 · DOL EFAST2

UNIVERSITY OF EDINBURGH NEW YORK — UNIVERSITY OF EDINBURGH NEW YORK 401K PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250730074148NAL0002154547001

UNIVERSITY OF EDINBURGH NEW YORK

Form 5500-SF

FILING_RECEIVED

UNIVERSITY OF EDINBURGH NEW YORK 401K PLAN

401(k) retirement plan

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

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

82

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNIVERSITY OF EDINBURGH NEW YORK.

Plan sponsor

Name

UNIVERSITY OF EDINBURGH NEW YORK

EIN

52-1263286

Address

45 ROCKEFELLER PLAZA · SUITE 2000 · NEW YORK, NY · 10111

Phone

(212) 332-3463

Industry

Educational Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

SIMI VALLEY JIU-JITSU LLC

SIMI VALLEY JIU-JITSU LLC 401(K) PLAN

$384K · 11 participants

MORASHA OLAMI 403(B) PLAN

$384K · 45 participants

SEATTLE CLASSICAL CHRISTIAN SCHOOL

SEATTLE CLASSICAL CHRISTIAN SCHOOL 403(B) PLAN

$384K · 35 participants

THE ISLAND SCHOOL

THE ISLAND SCHOOL 401(K) PROFIT SHARING PLAN & TRUST

$385K · 27 participants

LITTLE BADGERS INC

PRIMROSE SCHOOL OF APPLE VALLEY 401(K) PLAN

$385K · 27 participants