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ROXBURY TENANTS OF HARVARD ASSOCIATION, INC — ROXBURY TENANTS OF HARVARD ASSOCIATION 403B, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260219144340NAL0008866785001
ROXBURY TENANTS OF HARVARD ASSOCIATION, INC
Form 5500-SF
FILING_RECEIVED
ROXBURY TENANTS OF HARVARD ASSOCIATION 403B
Health & welfare plan
Signals · 1
Late filing · 3.1 mo
Active participants
20
Accounts w/ balance
36
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
85
/ 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
88
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
ROXBURY TENANTS OF HARVARD ASSOCIATION, INC
.
Find decision makers
Plan sponsor
Name
ROXBURY TENANTS OF HARVARD ASSOCIATION, INC
EIN
04-2555987
Address
11 NEW WHITNEY ST · BOSTON, MA · 021156276
Phone
(617) 232-4306
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-19
Welfare benefit codes
4Q · Other
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
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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