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THE TAU BETA PI ASSOCIATION, INC. — TAU BETA PI TAX DEFERRED ANNUITY PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250127141619NAL0013068273001
THE TAU BETA PI ASSOCIATION, INC.
Form 5500-SF
FILING_RECEIVED
TAU BETA PI TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
8
Accounts w/ balance
—
Plan assets (EOY)
$566K
Net assets (EOY)
$566K
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
THE TAU BETA PI ASSOCIATION, INC.
.
Find decision makers
Plan sponsor
Name
THE TAU BETA PI ASSOCIATION, INC.
DBA
TAU BETA PI
EIN
62-0479545
Address
PO BOX 2697 · KNOXVILLE, TN · 379012697
Phone
(865) 546-4578
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-01-27
Pension benefit codes
2G · Total participant-directed accounts
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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