How big is Oldways Preservation and Exchange Trust, Inc.'s plan?

Oldways Preservation and Exchange Trust, Inc.'s plan reported $920K in assets and 10 participants for 2024.

Original filing (PDF)20250731092532NAL0005044001001

Oldways Preservation and Exchange Trust, Inc.

Name: Oldways Preservation and Exchange Trust, Inc. — Form 5500 Plan 001 (2024)
Creator: Oldways Preservation and Exchange Trust, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oldways Preservation and Exchange Trust, Inc. 403(b) Plan

403(b) retirement plan · Oldways Preservation and Exchange Trust, Inc.'s Oldways Preservation and Exchange Trust, Inc. 403(b) Plan held $920K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$920K

Net assets (EOY)

$920K

Plan identifiers

Oldways Preservation and Exchange Trust, Inc.'s EIN is 04-3031978.

EIN 04-3031978

Plan number 001

Plan year 2024

ACK ID 20250731092532NAL0005044001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oldways Preservation and Exchange Trust, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oldways Preservation and Exchange Trust, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

OLDWAYS PRESERVATION AND EXCHANGE TRUST, INC.

EIN

all filings

Address

266 BEACON STREET, · SUITE 1 · BOSTON, MA · 02116

Phone

(617) 421-5500

Industry

Other Services (ex. Public Admin)

Plan administrator