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SOPHIA SNOW PLACE, INC. — SOPHIA SNOW HOUSE, INC 403B PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250402135851NAL0008699873001
SOPHIA SNOW PLACE, INC.
Form 5500-SF
FILING_RECEIVED
SOPHIA SNOW HOUSE, INC 403B PLAN
403(b) retirement plan
Active participants
36
Accounts w/ balance
30
Plan assets (EOY)
$998K
Net assets (EOY)
$998K
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
SOPHIA SNOW PLACE, INC.
.
Find decision makers
Plan sponsor
Name
SOPHIA SNOW PLACE, INC.
EIN
04-2104858
Address
1215 CENTRE ST · WEST ROXBURY, MA · 02132
Phone
(617) 325-7900
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-02
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
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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FELLOWSHIP OF ORTHOPEADIC RESE
FELLOWSHIP OF ORTHOPEADIC RESE 401(K) PROFIT SHARING PLAN & TRUST
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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THE JAMES B MCCLATCHY FOUNDATION
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