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SENATOR GEORGE J. MITCHELL SCHOLARSHIP RESEARCH INSTITUTE — SENATOR GEORGE J. MITCHELL SCHOLARSHIP RESEARCH INSTITUTE 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250616110903NAL0002224578001
SENATOR GEORGE J. MITCHELL SCHOLARSHIP RESEARCH INSTITUTE
Form 5500-SF
FILING_RECEIVED
SENATOR GEORGE J. MITCHELL SCHOLARSHIP RESEARCH INSTITUTE 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
13
Accounts w/ balance
23
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
SENATOR GEORGE J. MITCHELL SCHOLARSHIP RESEARCH INSTITUTE
.
Find decision makers
Plan sponsor
Name
SENATOR GEORGE J. MITCHELL SCHOLARSHIP RESEARCH INSTITUTE
EIN
01-0523390
Address
75 WASHINGTON AVE. · STE 2E · PORTLAND, ME · 04101
Phone
(207) 773-7700
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
2025-06-16
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed 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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Helping the score
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