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Original filing (PDF)20260310174806NAL0004353379001
WILLIAM JAMES COLLEGE
Form 5500-SF
FILING_RECEIVED
WILLIAM JAMES COLLEGE SUPPLEMENTAL RET PLAN B
Defined-contribution retirement plan
Active participants
100
Accounts w/ balance
116
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
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 WILLIAM JAMES COLLEGE.
Plan sponsor
Name
WILLIAM JAMES COLLEGE
EIN
04-2620216
Address
ONE WELLS AVENUE · NEWTON, MA · 02459
Phone
(617) 327-6777
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
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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