Back to filter
Original filing (PDF)20231013152731NAL0044993600001
HOWARD CENTER
Form 5500
FILING_RECEIVED
HOWARD CENTER TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
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 HOWARD CENTER.
Plan sponsor
Name
HOWARD CENTER
EIN
03-0179433
Address
208 FLYNN AVENUE, SUITE 3J · BURLINGTON, VT · 054015429
Phone
(802) 488-6900
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2022
Plan year begin
2023-01-01
Tax period
2023-07-07
Filed
2023-10-13
Pension benefit codes
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BERRY, DUNN, MCNEIL & PARKER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $99 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Health Care & Social Assistance plans
LL PEDIATRIC THERAPY LLC
LL PEDIATRIC THERAPY 401(K) PLAN
$0 · 24 participants
WEBMED LLC
WEBMED LLC 401(K) PLAN
$0
MOSAIC COMMUNITY SERVICES, INC.
SECTION 403(B) RETIREMENT PLAN FOR MOSAIC COMMUNITY SERVICES, INC.
$0
NAMI NEW ORLEANS, INC.
NAMI NEW ORLEANS, INC. 401(K) PLAN
$0
GRANITE RECOVERY CENTERS, LLC
GRANITE RECOVERY CENTERS 401(K) PLAN
$0
NORTH ALABAMA CARDIOLOGY CENTER, P.C.
NORTH ALABAMA CARDIOLOGY CENTER, LLC CASH BALANCE PLAN
$0
Large plans in Vermont
THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN
THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN
$2.2B · 13,241 participants
VERMONT INFORMATION PROCESSING, INC.
VERMONT INFORMATION PROCESSING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$676.1M · 585 participants
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
MIDDLEBURY COLLEGE CORE RETIREMENT PLAN
$573.5M · 1,539 participants
NATIONAL LIFE INSURANCE COMPANY
NATIONAL LIFE GROUP 401(K) PLAN
$335.3M · 1,512 participants
KING ARTHUR BAKING COMPANY, INC.
KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN
$328.2M · 296 participants
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN
$311.8M · 1,039 participants