How big is Tavern Club's plan?

Tavern Club's plan reported $173K in assets and 6 participants for 2024.

Original filing (PDF)20250606064649NAL0012123697001

Tavern Club

Name: Tavern Club — Tavern Club 401(k) Plan, Form 5500 (2024)
Creator: Tavern Club
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tavern Club 401(k) Plan

401(k) retirement plan · Tavern Club's Tavern Club 401(k) Plan held $173K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$173K

Net assets (EOY)

$173K

People on this filing

Shirley Horner signed Tavern Club's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tavern Club's EIN is 04-1893630.

EIN 04-1893630

Plan number 002

Plan year 2024

ACK ID 20250606064649NAL0012123697001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tavern Club from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tavern Club's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAVERN CLUB.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TAVERN CLUB

EIN

all filings

Address

THE TAVERN CLUB · 4 BOYLSTON PLACE · BOSTON, MA · 02116

Phone

(617) 365-6553

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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