· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FRIENDS OF CASCO BAY — FRIENDS OF CASCO BAY RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250218124040NAL0003038769001
FRIENDS OF CASCO BAY
Form 5500-SF
FILING_RECEIVED
FRIENDS OF CASCO BAY RETIREMENT PLAN
403(b) retirement plan
Active participants
9
Accounts w/ balance
12
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
FRIENDS OF CASCO BAY
.
Find decision makers
Plan sponsor
Name
FRIENDS OF CASCO BAY
EIN
01-0452620
Address
75 WEST COMMERCIAL STREET · SUITE 301 · PORTLAND, ME · 04101
Phone
(207) 799-8574
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-18
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
BISHOP GUILFOYLE ACADEMY
BISHOP GUILFOYLE ACADEMY 401(K) PLAN
$1.9M · 29 participants
CONVENIENCE DISTRIBUTION ASSOCIATION, INC.
CONVENIENCE DISTRIBUTION ASSOCIATION, INC. RETIREMENT PLAN
$1.8M · 6 participants
BOYS & GIRLS CLUB OF THE SOUTH COAST AREA
BOYS & GIRLS CLUB OF THE SOUTH COAST AREA PENSION PLAN
$1.8M · 7 participants
GEORGIA ALLIANCE OF COMMUNITY HOSPITALS, INC.
GEORGIA ALLIANCE OF COMMUNITY HOSPITALS, INC. CASH BALANCE PLAN
$1.9M · 6 participants
HERB BLOCK FOUNDATION
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HERB BLOCK FOUNDATION 403(B)
$1.9M · 2 participants
NATIONAL PARK TRUST, INC.
NATIONAL PARK TRUST 401(K) PLAN
$1.9M · 16 participants
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants
