How big is Longyear Foundation's plan?

Longyear Foundation's plan reported $3.4M in assets and 31 participants for 2024.

Original filing (PDF)20251010154900NAL0018430210001

Longyear Foundation

Name: Longyear Foundation — Longyear Foundation Employees, Form 5500 (2024)
Creator: Longyear Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Longyear Foundation Employees Savings Trust

401(k) retirement plan · Longyear Foundation's Longyear Foundation Employees Savings Trust held $3.4M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

ERIK Olsen signed Longyear Foundation's 2024 Form 5500 as plan administrator.

ERIK Olsen — 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

Longyear Foundation's EIN is 04-2203829.

EIN 04-2203829

Plan number 003

Plan year 2024

ACK ID 20251010154900NAL0018430210001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Longyear Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LONGYEAR FOUNDATION.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

LONGYEAR FOUNDATION

EIN

all filings

Address

1125 BOYLSTON STREET · CHESTNUT HILL, MA · 02467

Phone

(617) 278-9000

Industry

Arts, Entertainment, Recreation

Plan administrator