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Original filing (PDF)20250623162708NAL0006100257002
WORCESTER COUNTY HORTICULTURAL SOCIETY
Form 5500-SF
FILING_RECEIVED
WORCESTER COUNTY HORTICULTURAL SOCIETY TDA PLAN
403(b) retirement plan
Active participants
24
Accounts w/ balance
44
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORCESTER COUNTY HORTICULTURAL SOCIETY.
Plan sponsor
Name
WORCESTER COUNTY HORTICULTURAL SOCIETY
EIN
04-1988945
Address
11 FRENCH DRIVE · BOYLSTON, MA · 015050598
Phone
(508) 869-6111
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-06-23
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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