· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ISLAND ELDERLY HOUSING — ISLAND ELDERLY HOUSING 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251022132524NAL0001507585001
ISLAND ELDERLY HOUSING
Form 5500-SF
FILING_RECEIVED
ISLAND ELDERLY HOUSING 403(B) PLAN
403(b) retirement plan
Active participants
10
Accounts w/ balance
15
Plan assets (EOY)
$950K
Net assets (EOY)
$950K
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
ISLAND ELDERLY HOUSING
.
Find decision makers
Plan sponsor
Name
ISLAND ELDERLY HOUSING
EIN
04-2638453
Address
60B VILLAGE ROAD · TISBURY, MA · 02568
Phone
(508) 693-5880
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2025-10-22
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
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 providers
Related plans
Similar-size Health Care & Social Assistance plans
EATON SENIOR COMMUNITIES, INC.
EATON SENIOR COMMUNITIES, INC 401(K) PLAN
$950K · 18 participants
BITTERSWEET, INC.
BITTERSWEET, INC. 401(K) RETIREMENT SAVINGS PLAN
$949K · 99 participants
NORTHERN RIVERVIEW HEALTH CARE CENTER, INC.
NORTHERN RIVERVIEW HEALTH CARE CENTER, INC. DEFINED BENEFIT PENSION PLAN
$948K · 6 participants
CHILDREN'S HABILITATION CENTER, INC.
CHILDREN'S HABILITATION CENTER, INC. 401(K) PLAN
$952K · 47 participants
LEEDA NORTHEAST, INC.
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.
LEEDA NORTHEAST, INC. 401K PROFIT SHARING PLAN
$947K · 64 participants
MENNONITE HOME ASSOCIATION, INC.
MENNONITE HOME ASSOCIATION, INC. 401K PROFIT SHARING PLAN
$946K · 145 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
