Original filing (PDF)20250916131359NAL0001989521001

TAU BETA Sigma

Name: TAU BETA Sigma — Kappa Kappa PSI & TAU BETA Sigma, Form 5500 (2024)
Creator: TAU BETA Sigma
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kappa Kappa PSI & TAU BETA Sigma 401(k) Plan

401(k) retirement plan · TAU BETA Sigma's Kappa Kappa PSI & TAU BETA Sigma 401(k) Plan held $203K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$203K

Net assets (EOY)

$203K

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 (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAU BETA SIGMA.

Plan sponsor

Name

TAU BETA SIGMA

EIN

73-0593479all filings

Address

215 E 9TH AVE · STILLWATER, OK · 74074

Phone

(405) 372-2333

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