Original filing (PDF)20251014144729NAL0001568243001

WENTWORTH INSTITUTE OF TECHNOLOGY, INC.

Name: WENTWORTH INSTITUTE OF TECHNOLOGY, INC. — WENTWORTH INSTITUTE OF TECHNOLOGY 403(B) PLAN, Form 5500 (2024)
Creator: WENTWORTH INSTITUTE OF TECHNOLOGY, INC.

Form 5500

FILING_RECEIVED

WENTWORTH INSTITUTE OF TECHNOLOGY 403(B) PLAN

403(b) retirement plan

Active participants

798

Accounts w/ balance

1,482

Plan assets (EOY)

$223.0M

Net assets (EOY)

$223.0M

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 (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WENTWORTH INSTITUTE OF TECHNOLOGY, INC..

Plan sponsor

Name

WENTWORTH INSTITUTE OF TECHNOLOGY, INC.

EIN

04-1958460

Address

550 HUNTINGTON AVENUE · BOSTON, MA · 02115

Phone

(617) 989-4328

Industry

Educational Servicessee all

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

2025-10-14

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	RECORDKEEPER	$124K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDUCIENT ADVISORS LLC	36-4001764	WINDSOR, CT	INVESTMENT ADVISOR	$36K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

1 pooled fund· $6.8M(3% of reported assets)

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.