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COMMUNITY RESEARCH INITIATIVE DBA ACCESSHEALTH MA — COMMUNITY RESEARCH INITIATIVE 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251209084324NAL0002948291001
COMMUNITY RESEARCH INITIATIVE DBA ACCESSHEALTH MA
Form 5500-SF
FILING_RECEIVED
COMMUNITY RESEARCH INITIATIVE 403(B) PLAN
403(b) retirement plan
Active participants
42
Accounts w/ balance
46
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
COMMUNITY RESEARCH INITIATIVE DBA ACCESSHEALTH MA
.
Find decision makers
Plan sponsor
Name
COMMUNITY RESEARCH INITIATIVE DBA ACCESSHEALTH MA
EIN
04-3045706
Address
529 MAIN STREET · SUITE 301 · BOSTON, MA · 02129
Phone
(617) 502-1715
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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