Back to filter
Original filing (PDF)20250401144909NAL0011639712001
ELDERHOSTEL INC.
Form 5500
FILING_RECEIVED
ROAD SCHOLAR RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
593
Accounts w/ balance
775
Plan assets (EOY)
$84.7M
Net assets (EOY)
$84.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELDERHOSTEL INC..
Plan sponsor
Name
ELDERHOSTEL INC.
EIN
04-2632526
Address
P.O. BOX 56033 · BOSTON, MA · 02205
Phone
(800) 454-5768
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-04-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $107K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | NONE | $33K | — |
| FIDELITY INVESTMENTS INST. OPS. CO. | 04-2647786 | — | NONE | $900 | — |
Investments
1 pooled fund· $733K(1% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $733K | 0.9% |
Related plans
Other plans using TIAA
DUKE UNIVERSITY
THE DUKE UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN
$11.0B · 49,781 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
JOHNS HOPKINS UNIVERSITY OFFICE OF BENEFITS SERVICES
JOHNS HOPKINS UNIVERSITY 403(B) PLAN
$8.8B · 25,218 participants
YALE UNIVERSITY
YALE UNIVERSITY RETIREMENT ACCOUNT PLAN
$8.3B · 13,709 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
UNIVERSITY OF ROCHESTER
UNIVERSITY OF ROCHESTER RETIREMENT PROGRAM
$7.2B · 30,335 participants
Similar-size Educational Services plans
BIRMINGHAM-SOUTHERN COLLEGE
BIRMINGHAM-SOUTHERN COLLEGE DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY PLAN
$84.9M · 361 participants
THE AMERICAN UNIVERSITY IN CAIRO
THE AMERICAN UNIVERSITY IN CAIRO CUSTODIAL RETIREMENT PLAN
$84.5M · 223 participants
UNCOMMON SCHOOLS, INC.
UNCOMMON SCHOOLS, INC. 403(B) PLAN
$84.9M · 2,150 participants
BRYANT & STRATTON COLLEGE, INC.
BRYANT & STRATTON COLLEGE 401(K) SAVINGS PLAN
$85.0M · 1,260 participants
CROSSROADS SCHOOL FOR ARTS AND SCIENCES
CROSSROADS SCHOOL FOR ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN
$84.3M · 437 participants
MOREHOUSE COLLEGE
MOREHOUSE COLLEGE DEFINED CONTRIBUTION PLAN
$85.1M · 783 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