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ASSOCIATION OF AMERICAN UNIVERSITIES — ASSOCIATION OF AMERICAN UNIVERSITIES DEFERRED ANNUITY PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250715110912NAL0002022945001
ASSOCIATION OF AMERICAN UNIVERSITIES
Form 5500-SF
FILING_RECEIVED
ASSOCIATION OF AMERICAN UNIVERSITIES DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
36
Accounts w/ balance
46
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ASSOCIATION OF AMERICAN UNIVERSITIES
.
Find decision makers
Plan sponsor
Name
ASSOCIATION OF AMERICAN UNIVERSITIES
EIN
52-1947112
Address
1200 NEW YORK AVE NW STE 500 · WASHINGTON, DC · 200054157
Phone
(202) 408-7500
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
2L · 403(b)(1) annuity
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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