Original filing (PDF)20250717113012NAL0000279056003

CENTER FOR POLICY RESEARCH

Name: CENTER FOR POLICY RESEARCH — CENTER FOR POLICY RESEARCH 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: CENTER FOR POLICY RESEARCH

Form 5500-SF

FILING_RECEIVED

CENTER FOR POLICY RESEARCH 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTER FOR POLICY RESEARCH.

Plan sponsor

Name

CENTER FOR POLICY RESEARCH

EIN

84-0849945

Address

1570 EMERSON ST · DENVER, CO · 80218

Phone

(303) 837-1555

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

CENTER FOR POLICY RESEARCH

EIN

84-0849945

City

DENVER, CO

Phone

(303) 837-1555

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2R · Participant-directed brokerage (SDBA)

2M · 403(b)(7) custodial accounts

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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