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AMERICAN CONGREGATIONAL ASSOCIATION — AMERICAN CONGREGATIONAL ASSOCIATION 403(B) ERISA PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251103090316NAL0009526832001
AMERICAN CONGREGATIONAL ASSOCIATION
Form 5500-SF
FILING_RECEIVED
AMERICAN CONGREGATIONAL ASSOCIATION 403(B) ERISA PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
17
Plan assets (EOY)
$701K
Net assets (EOY)
$701K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AMERICAN CONGREGATIONAL ASSOCIATION
.
Find decision makers
Plan sponsor
Name
AMERICAN CONGREGATIONAL ASSOCIATION
EIN
04-2103658
Address
14 BEACON STREET · BOSTON, MA · 02108
Phone
(617) 523-0470
Industry
Information / Tech / Media
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-11-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2M · 403(b)(7) custodial accounts
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 providers
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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.
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