Original filing (PDF)20250616110903NAL0002224578001

Senator George J. Mitchell Scholarship Research Institute

Name: Senator George J. Mitchell Scholarship Research Institute — Form 5500 Plan 001 (2024)
Creator: Senator George J. Mitchell Scholarship Research Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Senator George J. Mitchell Scholarship Research Institute 403(b) Retirement Plan

403(b) retirement plan · Senator George J. Mitchell Scholarship Research Institute's Senator George J. Mitchell Scholarship Research Institute 403(b) Retirement Plan held $1.2M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jared Cash signed Senator George J. Mitchell Scholarship Research Institute's 2024 Form 5500 as plan administrator.

Jared Cash — 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

Senator George J. Mitchell Scholarship Research Institute's EIN is 01-0523390.

EIN 01-0523390

Plan number 001

Plan year 2024

ACK ID 20250616110903NAL0002224578001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Senator George J. Mitchell Scholarship Research Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Senator George J. Mitchell Scholarship Research Institute's plan includes a 403(b) annuity, 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 SENATOR GEORGE J. MITCHELL SCHOLARSHIP RESEARCH INSTITUTE.

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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

SENATOR GEORGE J. MITCHELL SCHOLARSHIP RESEARCH INSTITUTE

EIN

all filings

Address

75 WASHINGTON AVE. · STE 2E · PORTLAND, ME · 04101

Phone

(207) 773-7700

Industry

Other Services (ex. Public Admin)

Plan administrator