How big is Brookline Community Foundation's plan?

Brookline Community Foundation's plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20250407084458NAL0018233905001

Brookline Community Foundation

Name: Brookline Community Foundation — Form 5500 (2024)
Creator: Brookline Community Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · Brookline Community Foundation held $1.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Laura Becker signed Brookline Community Foundation's 2024 Form 5500 as plan administrator.

Laura Becker — 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

Brookline Community Foundation's EIN is 04-2103944.

EIN 04-2103944

Plan number 001

Plan year 2024

ACK ID 20250407084458NAL0018233905001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Brookline Community Foundation's plan includes 403(b) custodial accounts.

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

BROOKLINE COMMUNITY FOUNDATION

DBA

BROOKLINE COMMUNITY FOUNDATION

EIN

all filings

Address

40 WEBSTER PL · BROOKLINE, MA · 024457937

Phone

(617) 566-4442

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