· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE ADVENT SCHOOL CORPORATION 403 (B) DC PLAN — Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250728150633NAL0003729138001
THE ADVENT SCHOOL CORPORATION 403 (B) DC PLAN
Form 5500-SF
FILING_RECEIVED
THE ADVENT SCHOOL CORPORATION 403 (B) DC PLAN
403(b) retirement plan
Active participants
31
Accounts w/ balance
105
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
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
THE ADVENT SCHOOL CORPORATION 403 (B) DC PLAN
.
Find decision makers
Plan sponsor
Name
THE ADVENT SCHOOL CORPORATION 403 (B) DC PLAN
EIN
04-2304521
Address
15 BRIMMER ST · BOSTON, MA · 021081001
Phone
(617) 742-0520
Industry
Educational Services
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
2025-07-28
Pension benefit codes
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
Related plans
Similar-size Educational Services plans
NASHOBA LEARNING GROUP, INC.
403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC.
$8.0M · 302 participants
FAYETTEVILLE ACADEMY
FAYETTEVILLE ACADEMY 403(B) DC PLAN
$8.0M · 84 participants
CLEVELAND UNIVERSITY - KANSAS CITY
CLEVELAND UNIVERSITY - KANSAS CITY EMPLOYEES RETIREMENT PLAN
$8.0M · 123 participants
WESTCHESTER DAY SCHOOL
WESTCHESTER DAY SCHOOL 403(B) TDA PLAN
$8.0M · 25 participants
REPRODUCTIVE FREEDOM FOR ALL
REPRODUCTIVE FREEDOM FOR ALL 401(K) PLAN
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.
$8.0M · 42 participants
ANNAPOLIS AREA CHRISTIAN SCHOOL ASSOCIATION, INC.
RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS OF ANNAPOLIS AREA
$8.0M · 323 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B