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Original filing (PDF)20241209100348NAL0018793986001
PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN
Form 5500
FILING_RECEIVED
MOUNT AUBURN CEMETERY RETIREMENT INCOME PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 0.8 mo
Active participants
29
Accounts w/ balance
—
Plan assets (EOY)
$13.9M
Net assets (EOY)
$13.9M
Plan health score (directional)
92
/ 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
97
Concentration risk
75
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
- Filed 0.8 months past the 10.5-month grace window.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN.
Plan sponsor
Name
PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN
EIN
04-1641320
Address
580 MOUNT AUBURN STREET · CAMBRIDGE, MA · 021385517
Phone
(617) 607-1924
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-12-09
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD FIDUCIARY TRUST COMPANY | 23-2186884 | — | TRUSTEE | $8K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | EAST PROVIDENCE, RI | PLAN ACTUARY | $6K | — |
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.