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COLORADO STATE UNIVERSITY RESEARCH FOUNDATION — COLORADO STATE UNIVERSITY RESEARCH FOUNDATION 403(B) TDA, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250926092102NAL0013539602001
COLORADO STATE UNIVERSITY RESEARCH FOUNDATION
Form 5500-SF
FILING_RECEIVED
COLORADO STATE UNIVERSITY RESEARCH FOUNDATION 403(B) TDA
Defined-contribution retirement plan
Active participants
52
Accounts w/ balance
40
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
COLORADO STATE UNIVERSITY RESEARCH FOUNDATION
.
Find decision makers
Plan sponsor
Name
COLORADO STATE UNIVERSITY RESEARCH FOUNDATION
EIN
84-0600653
Address
P.O. BOX 483 · FORT COLLINS, CO · 805220483
Phone
(970) 491-2933
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Name
PENTEGRA SERVICE, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-09-26
Pension benefit codes
2E · Profit-sharing
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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Helping the score
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