· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOHN F. KENNEDY LIBRARY FOUNDATION, INC. — JOHN F. KENNEDY LIBRARY FOUNDATION TAX DEFERRED ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730163721NAL0010960098001
JOHN F. KENNEDY LIBRARY FOUNDATION, INC.
Form 5500-SF
FILING_RECEIVED
JOHN F. KENNEDY LIBRARY FOUNDATION TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
27
Accounts w/ balance
75
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
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
JOHN F. KENNEDY LIBRARY FOUNDATION, INC.
.
Find decision makers
Plan sponsor
Name
JOHN F. KENNEDY LIBRARY FOUNDATION, INC.
EIN
04-6113130
Address
COLUMBIA POINT · BOSTON, MA · 02125
Phone
(617) 514-1668
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
2025-07-30
Pension benefit codes
2L · 403(b)(1) annuity
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
Related plans
Similar-size Other Services (ex. Public Admin) plans
NATIONAL PETROLEUM COUNCIL
NATIONAL PETROLEUM COUNCIL EMPLOYEE PENSION PLAN
$11.1M · 11 participants
AEROSPACE INDUSTRIES ASSOCIATION OF AMERICA
AIA EMPLOYEES' SAVINGS PLAN
$11.1M · 48 participants
GREATER MILWAUKEE FOUNDATION
GREATER MILWAUKEE FOUNDATION 403(B) PLAN
$11.1M · 68 participants
POPULATION CONNECTION
POPULATION CONNECTION RETIREMENT PLAN
$11.1M · 40 participants
AMERICAN PLANNING ASSOCIATION
AMERICAN PLANNING ASSOCIATION 403(B) PLAN
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.
$11.1M · 74 participants
THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF VIRGINIA
THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF VIRGINIA 401(K) RETIREMENT PLAN
$11.1M · 61 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
