How big is Georgia Tech Foundation, Inc.'s plan?

Georgia Tech Foundation, Inc.'s plan reported $14.8M in assets and 30 participants for 2023.

Original filing (PDF)20250414112504NAL0000724643001

Georgia Tech Foundation, Inc.

Name: Georgia Tech Foundation, Inc. — Georgia Tech, Form 5500 (2023)
Creator: Georgia Tech Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Georgia Tech Foundation, Inc. Defined Contribution Retirement Plan

403(b) retirement plan · Georgia Tech Foundation, Inc.'s Georgia Tech Foundation, Inc. Defined Contribution Retirement Plan held $14.8M in plan assets for 30 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.8M

Net assets (EOY)

$14.8M

Plan identifiers

Georgia Tech Foundation, Inc.'s EIN is 58-6043294.

EIN 58-6043294

Plan number 001

Plan year 2023

ACK ID 20250414112504NAL0000724643001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Georgia Tech Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Georgia Tech Foundation, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEORGIA TECH FOUNDATION, INC..

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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 (96th percentile).

Plan sponsor

Name

GEORGIA TECH FOUNDATION, INC.

EIN

all filings

Address

760 SPRING STREET, 4TH FLOOR · ATLANTA, GA · 30308

Phone

(404) 894-8345

Industry

Other Services (ex. Public Admin)

Plan administrator