· 2022–2024 · DOL EFAST2

ATLANTA HISTORICAL SOCIETY, INC — ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250827075719NAL0009362673001

ATLANTA HISTORICAL SOCIETY, INC

Form 5500-SF

FILING_RECEIVED

ATLANTA HISTORICAL SOCIETY, INC. TAX SHELTERED ANNUITY

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

165

Accounts w/ balance

101

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan health score

Average plan with room to improve

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

70

Total plan cost

n/a

Plan health

24

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

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 ATLANTA HISTORICAL SOCIETY, INC.

Plan sponsor

Name

ATLANTA HISTORICAL SOCIETY, INC

EIN

58-0566162

Address

130 WEST PACES FERRY ROAD NW · ATLANTA, GA · 30305

Phone

(404) 814-4157

Industry

Arts, Entertainment, Recreationsee 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

2025-08-27

Pension benefit codes

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Related plans

Similar-size Arts, Entertainment, Recreation plans

EASTERN STATES EXPOSITION

EASTERN STATES EXPOSITION EMPLOYEES 401(K) PLAN

$5.2M · 75 participants

THE CHARLESTON MUSEUM

THE CHARLESTON MUSEUM RETIREMENT AND TDA PLAN

$5.4M · 26 participants

WADSWORTH ATHENEUM MUSEUM OF ART

THE WADSWORTH ATHENEUM MONEY PURCHASE PENSION PLAN

$5.4M · 53 participants

GREENSBORO SCIENCE CENTER

GREENSBORO SCIENCE CENTER EMPLOYEES' RETIREMENT PLAN

$5.2M · 17 participants

NEW ORLEANS MUSEUM OF ART

NEW ORLEANS MUSEUM OF ART 401(K) PLAN