· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALLIANCE FOR INCLUSION & PREVENTION — ALLIANCE FOR INCLUSION & PREVENTION AIP 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251216123053NAL0001322595001
ALLIANCE FOR INCLUSION & PREVENTION
Form 5500-SF
FILING_RECEIVED
ALLIANCE FOR INCLUSION & PREVENTION AIP 403(B) RETIREMENT PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
17
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
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
ALLIANCE FOR INCLUSION & PREVENTION
.
Find decision makers
Plan sponsor
Name
ALLIANCE FOR INCLUSION & PREVENTION
EIN
04-3285237
Address
555 AMORY STREET MB 9 · MB 9 · BOSTON, MA · 02130
Phone
(617) 469-0074
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
2024-07-01
Tax period
2025-06-30
Filed
2025-12-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
KIM CLEMENT CENTER
KIM CLEMENT CENTER 401(K) PLAN
$3.6M · 15 participants
NEW YORK CITY CENTER FOR CHART
NEW YORK CITY CENTER FOR CHART 401(K) PROFIT SHARING PLAN & TRUST
$3.6M · 19 participants
ROOF CONNECT LOGISTICS, INC.
ROOF CONNECT 401(K) PLAN
$3.6M · 180 participants
INTER-AMERICAN DIALOGUE
THE INTER-AMERICAN DIALOGUE TAX DEFERRED ANNUITY PLAN
$3.6M · 13 participants
LSU ALUMNI ASSOCIATION
LSU ALUMNI ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST
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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.6M · 41 participants
MERCY-USA FOR AID AND DEVELOPMENT, INC.
MERCY-USA FOR AID AND DEVELOPMENT, INC. EMPLOYEES 401(K) PLAN
$3.6M · 12 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