Back to filter
Original filing (PDF)20230926095231NAL0017939602001
STRAWBERY BANKE INC.
Form 5500-SF
FILING_RECEIVED
STRAWBERY BANKE, INC. 403(B) PLAN
403(b) retirement plan
Active participants
64
Accounts w/ balance
56
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRAWBERY BANKE INC..
Plan sponsor
Name
STRAWBERY BANKE INC.
EIN
02-0260158
Address
P.O. BOX 300 · PORTSMOUTH, NH · 038020300
Phone
(603) 422-7518
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
040
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Arts, Entertainment, Recreation plans
DUBUQUE COUNTY HISTORICAL SOCIETY
SECTION 403(B) RETIREMENT PLAN FOR DUBUQUE COUNTY HISTORICAL SOCIETY
$2.7M · 71 participants
LEWIS GINTER BOTANICAL GARDEN, INC.
LEWIS GINTER BOTANICAL GARDEN, INC. RETIREMENT PLAN
$2.7M · 73 participants
BLANK PARK ZOO FOUNDATION, INC.
BLANK PARK ZOO 401(K) PLAN
$2.6M · 74 participants
BMA SUPPORT, INC.
BIRMINGHAM MUSEUM OF ART 401(K) PLAN
$2.7M · 59 participants
HERMANN PARK CONSERVANCY
HERMANN PARK CONSERVANCY 403(B) PLAN
$2.7M · 83 participants
MCWANE SCIENCE CENTER
MCWANE SCIENCE CENTER RETIREMENT SAVINGS PLAN
$2.6M · 100 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants