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Original filing (PDF)20251218141108NAL0008347664001
SCOTTISH RITES MASONIC MUSEUM & LIB
Form 5500-SF
FILING_RECEIVED
SCOTTISH RITES MASONIC MUSEUM & LIBRARY 401(K) EMPLOYEES RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 37.1 mo
Active participants
13
Accounts w/ balance
17
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
81
/ 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
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 37.1 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCOTTISH RITES MASONIC MUSEUM & LIB.
Plan sponsor
Name
SCOTTISH RITES MASONIC MUSEUM & LIB
EIN
04-2493347
Address
33 MARRETT ROAD · LEXINGTON, MA · 02421
Phone
(781) 465-3301
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-12-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
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