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HARVARD VARSITY CLUB — THE HARVARD VARSITY CLUB 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250324111605NAL0025577922001
HARVARD VARSITY CLUB
Form 5500-SF
FILING_RECEIVED
THE HARVARD VARSITY CLUB 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
5
Accounts w/ balance
9
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
HARVARD VARSITY CLUB
.
Find decision makers
Plan sponsor
Name
HARVARD VARSITY CLUB
EIN
04-2104295
Address
65 NORTH HARVARD STREET · BOSTON, MA · 02163
Phone
(617) 495-3535
Industry
Other Services (ex. Public Admin)
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
2025-03-24
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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GIRL SCOUTS CAROLINAS PEAKS TO
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF GIRL SCOUTS CAROLINAS PEAKS TO PIEDMONT, INC.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 58 participants
FONDOS UNIDOS DE PUERTO RICO, INC.
FONDOS UNIDOS DE PUERTO RICO, INC. CODA PROFIT SHARING PLAN
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Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
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$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
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$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
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$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
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$46.7B
