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AGASSIZ BALDWIN COMMUNITY — AGASSIZ BALDWIN COMMUNITY 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251118135457NAL0002672673001
AGASSIZ BALDWIN COMMUNITY
Form 5500-SF
FILING_RECEIVED
AGASSIZ BALDWIN COMMUNITY 403(B) RETIREMENT PLAN
401(k) retirement plan
Active participants
51
Accounts w/ balance
22
Plan assets (EOY)
$914K
Net assets (EOY)
$914K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
AGASSIZ BALDWIN COMMUNITY
.
Find decision makers
Plan sponsor
Name
AGASSIZ BALDWIN COMMUNITY
EIN
04-3336014
Address
20 SACRAMENTO ST. · CAMBRIDGE, MA · 02138
Phone
(617) 349-6287
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-11-18
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Only 43% as many balances as active participants — suggests many active employees aren't deferring.
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.
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