How big is Rangeley Lakes Heritage Trust, Inc.'s plan?

Rangeley Lakes Heritage Trust, Inc.'s plan reported $452K in assets and 7 participants for 2024.

Original filing (PDF)20250604111500NAL0007785091001

Rangeley Lakes Heritage Trust, Inc.

Name: Rangeley Lakes Heritage Trust, Inc. — Rangeley Lakes, Form 5500 (2024)
Creator: Rangeley Lakes Heritage Trust, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rangeley Lakes Heritage Trust Retirement Plan

403(b) retirement plan · Rangeley Lakes Heritage Trust, Inc.'s Rangeley Lakes Heritage Trust Retirement Plan held $452K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$452K

Net assets (EOY)

$452K

People on this filing

Tracie Clinch signed Rangeley Lakes Heritage Trust, Inc.'s 2024 Form 5500 as plan administrator.

Tracie Clinch — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rangeley Lakes Heritage Trust, Inc.'s EIN is 01-0472641.

EIN 01-0472641

Plan number 001

Plan year 2024

ACK ID 20250604111500NAL0007785091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rangeley Lakes Heritage Trust, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rangeley Lakes Heritage Trust, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RANGELEY LAKES HERITAGE TRUST, INC..

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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 (90th percentile).

Plan sponsor

Name

RANGELEY LAKES HERITAGE TRUST, INC.

EIN

all filings

Address

2424 MAIN ST. · RANGELEY, ME · 04970

Phone

(207) 864-7311

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator