· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CONCORD ANTIQUARIAN SOCIETY, INC. DBA CONCORD MUSEUM — CONCORD MUSEUM 403(B) DC PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250311124345NAL0034959378001
CONCORD ANTIQUARIAN SOCIETY, INC. DBA CONCORD MUSEUM
Form 5500-SF
FILING_RECEIVED
CONCORD MUSEUM 403(B) DC PLAN
403(b) retirement plan
Active participants
30
Accounts w/ balance
41
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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
CONCORD ANTIQUARIAN SOCIETY, INC. DBA CONCORD MUSEUM
.
Find decision makers
Plan sponsor
Name
CONCORD ANTIQUARIAN SOCIETY, INC. DBA CONCORD MUSEUM
EIN
04-2104035
Address
53 CAMBRIDGE TURNPIKE · CONCORD, MA · 017423711
Phone
(978) 369-9763
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-11
Pension benefit codes
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Arts, Entertainment, Recreation plans
THE LIBRARY COMPANY OF PHILADELPHIA
THE LIBRARY COMPANY OF PHILADELPHIA 403B PLAN
$2.8M · 17 participants
ANDERSON RANCH ARTS FOUNDATION
ANDERSON RANCH ARTS CENTER DEFINED CONTRIBUTION RETIREMENT PLAN
$2.8M · 63 participants
THE LONG ISLAND MUSEUM OF AMERICAN ART, HISTORY & CARRIAGES
THE LONG ISLAND MUSEUM OF AMERICAN ART, HISTORY & CARRIAGES 403(B) PLAN
$2.8M · 43 participants
CATSKILL CENTER FOR CONSERVATION & DEVELOPMENT INC
CATSKILL CENTER FOR CONSERVATION & DEVELOPMENT 403(B) DC PLAN
$2.8M · 13 participants
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.
NEW MUSEUM OF CONTEMPORARY ART
THE NEW MUSEUM OF CONTEMPORARY ART 403(B) PLAN
$2.8M · 132 participants
THE GRAND LODGE OF THE ENGLISH LANGUAGE JURISDICTION OF THE AMORC
ROSICRUCIAN 403(B) PLAN
$2.8M · 11 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
