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PROPRIETORS OF THE BOSTON ATHENAEUM — BOSTON ATHENAEUM RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250627084522NAL0022972882001
PROPRIETORS OF THE BOSTON ATHENAEUM
Form 5500-SF
FILING_RECEIVED
BOSTON ATHENAEUM RETIREMENT PLAN
403(b) retirement plan
Active participants
41
Accounts w/ balance
116
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
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
PROPRIETORS OF THE BOSTON ATHENAEUM
.
Find decision makers
Plan sponsor
Name
PROPRIETORS OF THE BOSTON ATHENAEUM
EIN
04-2104852
Address
10 1/2 BEACON STREET · BOSTON, MA · 02108
Phone
(617) 720-7642
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
2025-06-27
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
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
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Helping the score
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