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HANNAH BG SHAW HOME, INC — HANNAH B.G. SHAW HOME 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250722081737NAL0001043731001
HANNAH BG SHAW HOME, INC
Form 5500-SF
FILING_RECEIVED
HANNAH B.G. SHAW HOME 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
190
Accounts w/ balance
87
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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
HANNAH BG SHAW HOME, INC
.
Find decision makers
Plan sponsor
Name
HANNAH BG SHAW HOME, INC
EIN
04-2135768
Address
299 WAREHAM STREET · MIDDLEBORO, MA · 02346
Phone
(508) 947-1184
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
2025-07-22
Pension benefit codes
2M · 403(b)(7) custodial accounts
2G · Total participant-directed accounts
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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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Knocking points off
No independent qualified public accountant (IQPA) named.
Only 46% as many balances as active participants — suggests many active employees aren't deferring.
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.
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