How big is The Henry P, Kendall Foundation's plan?

The Henry P, Kendall Foundation's plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20250717124150NAL0000466194001

The Henry P, Kendall Foundation

Name: The Henry P, Kendall Foundation — Henry P. Kendall, Form 5500 (2024)
Creator: The Henry P, Kendall Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Henry P. Kendall Foundation Tax-Deferred Annuity Plan

403(b) retirement plan · The Henry P, Kendall Foundation's Henry P. Kendall Foundation Tax-Deferred Annuity Plan held $1.8M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

John McCrae signed The Henry P, Kendall Foundation's 2024 Form 5500 as plan administrator.

John McCrae — 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

The Henry P, Kendall Foundation's EIN is 04-6029103.

EIN 04-6029103

Plan number 002

Plan year 2024

ACK ID 20250717124150NAL0000466194001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Henry P, Kendall Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Henry P, Kendall Foundation's plan includes 403(b) custodial accounts.

Decision-maker contacts

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

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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 (99th percentile).

Plan sponsor

Name

THE HENRY P, KENDALL FOUNDATION

EIN

all filings

Address

PO BOX 70 · MARION, MA · 027380002

Phone

(617) 435-9753

Industry

Other Services (ex. Public Admin)

Plan administrator