How big is Old Sturbridge Inc.'s plan?

Old Sturbridge Inc.'s plan reported $15.3M in assets and 281 participants for 2024.

Original filing (PDF)20251009114130NAL0003871203001

Old Sturbridge Inc.

Name: Old Sturbridge Inc. — Old Sturbridge Village 403(b), Form 5500 (2024)
Creator: Old Sturbridge Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Old Sturbridge Village 403(b) DC Plan

403(b) retirement plan · Old Sturbridge Inc.'s Old Sturbridge Village 403(b) DC Plan held $15.3M in plan assets for 281 participants in 2024, with OneAmerica as recordkeeper.

Signals · 1

Late participant contributions

Active participants

281

Accounts w/ balance

175

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

People on this filing

Alexis DINA signed Old Sturbridge Inc.'s 2024 Form 5500 as plan administrator.

Alexis DINA — 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

Old Sturbridge Inc.'s EIN is 04-2104809.

EIN 04-2104809

Plan number 001

Plan year 2024

ACK ID 20251009114130NAL0003871203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Old Sturbridge Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Old Sturbridge Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 OLD STURBRIDGE INC..

Finding similar companies…

How this plan invests

This plan

2 pooled trusts

Schedule D

52 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 211K (69% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

Below-peer total plan cost (96th percentile).

Plan sponsor

Name

OLD STURBRIDGE INC.

EIN

all filings

Address

1 OLD STURBRIDGE VILLAGE RD · STURBRIDGE, MA · 01566

Phone

(508) 347-0251

Industry

Arts, Entertainment, Recreation

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

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

AAFCPAS, INC.

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$298	—

Investments

52 direct securities · 2 pooled funds· $15.2M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$5.6M

8 holdings

Pooled Separate Accounts

$4.5M

42 holdings

Pooled Separate Account

$4.1M

2 holdings

Common Collective Trusts

$514K

1 holding

Stable Value

$405K

1 holding

					% of plan
AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$3.8M	24.9%
CREF Stock R1 X2 Variable Annuity	Mutual Funds	—	—	$2.7M	17.3%
CREF Growth R1 X7 Variable Annuity	Mutual Funds	—	—	$682K	4.5%
Vanguard 500 Index Adm Separate Account	Pooled Separate Accounts	—	—	$619K	4.0%
CREF Global Equities R1 X6 Variable Annuity	Mutual Funds	—	—	$540K	3.5%
CREF Money Market R1 X3 Variable Annuity	Mutual Funds	—	—	$517K	3.4%
CREF Equity Index R1 X8 Variable Annuity	Common Collective Trusts	—	—	$514K	3.4%
CREF Bond Market R1 X5 Variable Annuity	Mutual Funds	—	—	$493K	3.2%
JP Morgan Large Cap Growth R6 Separate Account	Pooled Separate Accounts	—	—	$463K	3.0%
AUL Stable Value Account Guaranteed Investment Contract	Stable Value	—	—	$405K	2.6%
CREF Social Choice R1 X3 Variable Annuity	Mutual Funds	—	—	$367K	2.4%
Fidelity Advisor Int Cap App Z Separate Account	Pooled Separate Accounts	—	—	$356K	2.3%
MFS Val R6 Separate Account	Pooled Separate Accounts	—	—	$332K	2.2%
TIAA Social Choice EQ T4 8D Separate Account	Pooled Separate Accounts	—	—	$314K	2.0%
Vanguard Total Bond Mkt Idx Adm Separate Account	Pooled Separate Accounts	—	—	$297K	1.9%
J. Hancock Bond R6 Separate Account	Pooled Separate Accounts	—	—	$262K	1.7%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$236K	1.5%
TIAA Traditional Benefit Responsive TIAA Traditional Annuity Contract - Benefit Responsive	Mutual Funds	—	—	$201K	1.3%
CREF Inflation-Linked Bond R1 X9 Variable Annuity	Mutual Funds	—	—	$185K	1.2%
Vanguard Small Cap Index Adm Separate Account	Pooled Separate Accounts	—	—	$185K	1.2%
American Funds American Balanced R6 Separate Account	Pooled Separate Accounts	—	—	$169K	1.1%
American Century Mid Cap Val R6 Separate Account	Pooled Separate Accounts	—	—	$161K	1.1%
MFS Intl Diversification R6 Separate Account	Pooled Separate Accounts	—	—	$146K	1.0%
American Funds 2045 Target Date Ret R6 Separate Account	Pooled Separate Accounts	—	—	$109K	0.7%
MFS Mid Cap Growth R6 Separate Account	Pooled Separate Accounts	—	—	$104K	0.7%
American Funds 2020 Target Date Ret R6 Separate Account	Pooled Separate Accounts	—	—	$75K	0.5%
TIAA Large Cap Val T4 8C Separate Account	Pooled Separate Accounts	—	—	$74K	0.5%
TIAA International Equity T4 8A Separate Account	Pooled Separate Accounts	—	—	$68K	0.4%
TIAA-CREF Social Choice EQ I Separate Account	Pooled Separate Accounts	—	—	$65K	0.4%
TIAA Small Cap Equity T4 8G Separate Account	Pooled Separate Accounts	—	—	$62K	0.4%
American Funds 2050 Target Date Ret R6 Separate Account	Pooled Separate Accounts	—	—	$59K	0.4%
American Funds 2040 Target Date Ret R6 Separate Account	Pooled Separate Accounts	—	—	$55K	0.4%
American Funds 2030 Target Date Ret R6 Separate Account	Pooled Separate Accounts	—	—	$54K	0.4%
American Funds 2025 Target Date Ret R6 Separate Account	Pooled Separate Accounts	—	—	$52K	0.3%
American Funds 2065 Target Date Ret R6 Separate Account	Pooled Separate Accounts	—	—	$48K	0.3%
TIAA Real Estate Secs T4 8S Separate Account	Pooled Separate Accounts	—	—	$46K	0.3%
All Spring Spec Small-Cap Value Separate Account	Pooled Separate Accounts	—	—	$42K	0.3%
TIAA Lifecycle 2025 T4 83 Separate Account	Pooled Separate Accounts	—	—	$41K	0.3%
American Funds 2035 Target Date Ret R6 Separate Account	Pooled Separate Accounts	—	—	$40K	0.3%
TIAA Access Mid Cap Val T4 Separate Account	Pooled Separate Accounts	—	—	$32K	0.2%
JP Morgan Small Cap GR Separate Account	Pooled Separate Accounts	—	—	$31K	0.2%
TIAA Bond Plus T4 8Y Separate Account	Pooled Separate Accounts	—	—	$31K	0.2%
TIAA Lifecycle 2030 T4 84 Separate Account	Pooled Separate Accounts	—	—	$29K	0.2%
American Funds 2060 Target Date Ret R6 Separate Account	Pooled Separate Accounts	—	—	$28K	0.2%
American Funds 2055 Target Date Ret R6 Separate Account	Pooled Separate Accounts	—	—	$28K	0.2%
TIAA Access Lifestyle 2035 T4 85 Separate Account	Pooled Separate Accounts	—	—	$17K	0.1%
TIAA Small Cap BL IDX T4 8Q Separate Account	Pooled Separate Accounts	—	—	$14K	<0.1%
American Funds 2015 Target Date Ret R6 Separate Account	Pooled Separate Accounts	—	—	$10K	<0.1%
Vanguard MidCap Index Separate Account	Pooled Separate Accounts	—	—	$8K	<0.1%
TIAA-CREF Social Choice Ineq I Separate Account	Pooled Separate Accounts	—	—	$8K	<0.1%