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THE KLARMAN FAMILY FOUNDATION — THE KLARMAN FAMILY FOUNDATION 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250721145542NAL0003473058001
THE KLARMAN FAMILY FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE KLARMAN FAMILY FOUNDATION 403(B) PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
24
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
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
THE KLARMAN FAMILY FOUNDATION
.
Find decision makers
Plan sponsor
Name
THE KLARMAN FAMILY FOUNDATION
EIN
04-3105768
Address
P.O. BOX 171627 · BOSTON, MA · 02117
Phone
(617) 236-7909
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
2025-07-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
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
THE BALTIMORE COMMUNITY FOUNDATION
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MIDATLANTIC EQUITY CONSORTIUM INC
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COUNCIL ON FOUNDATIONS
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$6.3M · 59 participants
UTAH FOSTER CARE FOUNDATION
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.
UFC RETIREMENT PLAN
$6.3M · 46 participants
TEXAS A&M FOUNDATION
TEXAS A&M FOUNDATION EMPLOYEES' 403(B) PLAN
$6.3M · 179 participants
Large plans in Massachusetts
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$91.5B
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$59.7B
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$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
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$46.7B
