Original filing (PDF)20251006074521NAL0003320561001

HARVARD CLUB OF BOSTON

Name: HARVARD CLUB OF BOSTON — HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES, Form 5500 (2024)
Creator: HARVARD CLUB OF BOSTON

Form 5500

FILING_RECEIVED

HARVARD CLUB OF BOSTON 401(K) PLAN FOR UNION EMPLOYEES

401(k) retirement plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

127

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARVARD CLUB OF BOSTON.

Plan sponsor

Name

HARVARD CLUB OF BOSTON

EIN

04-1423320

Address

374 COMMONWEALTH AVENUE · BOSTON, MA · 02215

Phone

(617) 450-4401

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $263

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	$263	100.0%

1–1 of 1

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