· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OLDWAYS PRESERVATION AND EXCHANGE TRUST, INC. — OLDWAYS PRESERVATION AND EXCHANGE TRUST, INC. 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250731092532NAL0005044001001
OLDWAYS PRESERVATION AND EXCHANGE TRUST, INC.
Form 5500-SF
FILING_RECEIVED
OLDWAYS PRESERVATION AND EXCHANGE TRUST, INC. 403(B) PLAN
403(b) retirement plan
Active participants
10
Accounts w/ balance
17
Plan assets (EOY)
$920K
Net assets (EOY)
$920K
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
OLDWAYS PRESERVATION AND EXCHANGE TRUST, INC.
.
Find decision makers
Plan sponsor
Name
OLDWAYS PRESERVATION AND EXCHANGE TRUST, INC.
EIN
04-3031978
Address
266 BEACON STREET, · SUITE 1 · BOSTON, MA · 02116
Phone
(617) 421-5500
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
TEXAS ORGANIZING PROJECT
TEXAS ORGANIZING PROJECT 401(K) PLAN
$920K · 892 participants
ELTON JOHN AIDS FOUNDATION
ELTON JOHN AIDS FOUNDATION 403(B) PLAN
$920K · 12 participants
REDEEMER CHURCH
REDEEMER CHURCH 401(K) PLAN
$920K · 34 participants
TEXAS HEALTH MAINTENANCE ORGAN
TEXAS HEALTH MAINTENANCE ORGAN 401(K) PROFIT SHARING PLAN & TRUST
$920K · 8 participants
TRINITARIAN CONGREGATIONAL CHU
TRINITARIAN CONGREGATIONAL CHURCH OF CONCORD 401K PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$920K · 2 participants
POLYISOCYANURATE INSULATION MANU
PIMA PLAN
$919K · 4 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