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AMETHYST FOUNDATION INC. — AMETHYST FOUNDATION INC 403B TAX DEFERRED ANNUITY PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250409084452NAL0030202096001
AMETHYST FOUNDATION INC.
Form 5500-SF
FILING_RECEIVED
AMETHYST FOUNDATION INC 403B TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
18
Accounts w/ balance
7
Plan assets (EOY)
$351K
Net assets (EOY)
$351K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
AMETHYST FOUNDATION INC.
.
Find decision makers
Plan sponsor
Name
AMETHYST FOUNDATION INC.
EIN
02-0363792
Address
120 HEDDING ROAD · EPPING, NH · 030421521
Phone
(603) 679-2100
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-09
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
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Knocking points off
Only 39% as many balances as active participants — suggests many active employees aren't deferring.
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
—
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