· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE MARGARET GIFFORD SCHOOL AN — 403(B) THRIFT PLAN FOR EMPLOYEES OF THE MARGARET GIFFORD SCHOOL AND DAY CENTER, INC., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250714131337NAL0002679378001
THE MARGARET GIFFORD SCHOOL AN
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF THE MARGARET GIFFORD SCHOOL AND DAY CENTER, INC.
401(k) retirement plan
Active participants
78
Accounts w/ balance
105
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
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 MARGARET GIFFORD SCHOOL AN
.
Find decision makers
Plan sponsor
Name
THE MARGARET GIFFORD SCHOOL AN
EIN
04-2381515
Address
177 BOSTON POST RD · WESTON, MA · 024932528
Phone
(781) 899-9500
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
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
EVERGREEN CENTER, INC.
EVERGREEN CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
$10.3M · 201 participants
BOARD OF TRUSTEES EVERGREEN TEACHER ASSOCIATION HEALTH & WELFARE TRUST
EVERGREEN TEACHERS ASSOCIATION HEALTH & WELFARE TR
$10.3M · 452 participants
NURSING ABC, INC.
NURSING ABC, INC. 401(K) PROFIT SHARING PLAN
$10.3M · 141 participants
COLLEGE TRACK
COLLEGE TRACK 401(K)
$10.3M · 230 participants
PRINCETON CHILD DEVELOPMENT INSTITUTE, INC.
PRINCETON CHILD DEVELOPMENT INSTITUTE, INC. DEFINED CONTRIBUTION RETIREMENT 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.
$10.3M · 74 participants
WHITTIER CHRISTIAN HIGH SCHOOL
WHITTIER CHRISTIAN HIGH SCHOOL TAX-DEFERRED RETIREMENT PLAN
$10.3M · 66 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