How big is Harvard Varsity Club's plan?

Harvard Varsity Club's plan reported $1.9M in assets and 5 participants for 2024.

Original filing (PDF)20250324111605NAL0025577922001

Harvard Varsity Club

Name: Harvard Varsity Club — The Harvard Varsity Club, Form 5500 (2024)
Creator: Harvard Varsity Club
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Harvard Varsity Club 403(b) Retirement Plan

403(b) retirement plan · Harvard Varsity Club's The Harvard Varsity Club 403(b) Retirement Plan held $1.9M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Bob Glatz signed Harvard Varsity Club's 2024 Form 5500 as plan administrator.

Bob Glatz — 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

Harvard Varsity Club's EIN is 04-2104295.

EIN 04-2104295

Plan number 001

Plan year 2024

ACK ID 20250324111605NAL0025577922001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harvard Varsity Club from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harvard Varsity Club's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARVARD VARSITY CLUB.

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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 (91st percentile).

Plan sponsor

Name

HARVARD VARSITY CLUB

EIN

all filings

Address

65 NORTH HARVARD STREET · BOSTON, MA · 02163

Phone

(617) 495-3535

Industry

Other Services (ex. Public Admin)

Plan administrator