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YAWKEY FOUNDATION II — YAWKEY FOUNDATION II DEFINED CONTRIBUTION PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250508103640NAL0027108594001
YAWKEY FOUNDATION II
Form 5500-SF
FILING_RECEIVED
YAWKEY FOUNDATION II DEFINED CONTRIBUTION PENSION PLAN
Defined-contribution retirement plan
Active participants
8
Accounts w/ balance
9
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
YAWKEY FOUNDATION II
.
Find decision makers
Plan sponsor
Name
YAWKEY FOUNDATION II
EIN
04-2768239
Address
990 WASHINGTON ST STE 315 · DEDHAM, MA · 020266719
Phone
(781) 329-7470
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-08
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
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
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