Original filing (PDF)20251015091847NAL0005641888001

THE SOCIETY FOR THE PRESERVATION OF NEW

Name: THE SOCIETY FOR THE PRESERVATION OF NEW — THE SOCIETY FOR THE PRESERVATION OF NEW ENGLAND AN DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: THE SOCIETY FOR THE PRESERVATION OF NEW

Form 5500

FILING_RECEIVED

THE SOCIETY FOR THE PRESERVATION OF NEW ENGLAND AN DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

240

Plan assets (EOY)

$17.4M

Net assets (EOY)

$17.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SOCIETY FOR THE PRESERVATION OF NEW.

Plan sponsor

Name

THE SOCIETY FOR THE PRESERVATION OF NEW

DBA

HISTORIC NEW ENGLAND

EIN

04-2104937

Address

151 ESSEX STREET · HAVERHILL, MA · 018325564

Phone

(617) 994-5962

Industry

Arts, Entertainment, Recreationsee 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

2025-10-15

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

BOLLUS LYNCH, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $155K(1% 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.