How big is Foundation for Metrowest's plan?

Foundation for Metrowest's plan reported $262K in assets and 6 participants for 2024.

Original filing (PDF)20250528132545NAL0018800802001

Foundation for Metrowest

Name: Foundation for Metrowest — Foundation for Metrowest, Form 5500 (2024)
Creator: Foundation for Metrowest
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Foundation for Metrowest 401(k) Plan

401(k) retirement plan · Foundation for Metrowest's Foundation for Metrowest 401(k) Plan held $262K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$262K

Net assets (EOY)

$262K

People on this filing

Mary Crowley signed Foundation for Metrowest's 2024 Form 5500 as plan administrator.

Mary Crowley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Foundation for Metrowest's EIN is 04-3266789.

EIN 04-3266789

Plan number 003

Plan year 2024

ACK ID 20250528132545NAL0018800802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Foundation for Metrowest from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Foundation for Metrowest's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOUNDATION FOR METROWEST.

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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 (89th percentile).

Plan sponsor

Name

FOUNDATION FOR METROWEST

EIN

all filings

Address

3 ELIOT STREETT · NATICK, MA · 01760

Phone

(508) 647-2260

Industry

Other Services (ex. Public Admin)

Plan administrator