Back to filter
Original filing (PDF)20250423092318NAL0009622720001
WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND
Form 5500-SF
FILING_RECEIVED
WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND
403(b) retirement plan
Active participants
11
Accounts w/ balance
18
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND.
Plan sponsor
Name
WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND
EIN
04-6037391
Address
2319 WHITNEY AVENUE #2B · HAMDEN, CT · 06518
Phone
(203) 230-3330
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
2025-04-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
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.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
ALLIANCE FOR CHOICE IN EDUCATION DBA ACE SCHOLARSHIPS
ACE SCHOLARSHIPS 401(K) PLAN
$4.0M · 61 participants
UNITED WAY OF SNOHOMISH COUNTY
403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF SNOHOMISH COUNTY
$4.0M · 5 participants
JEWISH FUNDERS NETWORK
JEWISH FUNDERS NETWORK 401(K) PROFIT SHARING PLAN
$4.0M · 26 participants
COMMUNITY FOUNDATION OF BROWARD, INC.
COMMUNITY FOUNDATION OF BROWARD, INC. RETIREMENT SAVINGS PLAN
$4.0M · 23 participants
GOODWILL INDUSTRIES OF KANSAS, INC.
GOODWILL INDUSTRIES OF KANSAS SAFE HARBOR 401(K) PLAN
$4.0M · 607 participants
PETER KIEWIT FOUNDATION
PETER KIEWIT FOUNDATION PENSION PLAN
$4.0M · 9 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B