Original filing (PDF)20241209100348NAL0018793986001

PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN

Name: PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN — MOUNT AUBURN CEMETERY RETIREMENT INCOME PLAN, Form 5500 (2023)
Creator: 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

Accounts w/ balance

—

Plan assets (EOY)

$13.9M

Net assets (EOY)

$13.9M

Plan health score

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Knocking points off

Filed 0.8 months past the 10.5-month grace window.
Total administrative cost in the bottom quartile of peers (11th percentile).
Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
VANGUARD FIDUCIARY TRUST COMPANY	23-2186884	—	TRUSTEE	$8K	—

Actuary

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.