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MEMORIAL LIBRARY ASSOCIATION — MEMORIAL AND LIBRARY ASSOCIATION OF WESTERLY 403(B)PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251204082059NAL0002889408001
MEMORIAL LIBRARY ASSOCIATION
Form 5500-SF
FILING_RECEIVED
MEMORIAL AND LIBRARY ASSOCIATION OF WESTERLY 403(B)PLAN
403(b) retirement plan
Active participants
41
Accounts w/ balance
39
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
MEMORIAL LIBRARY ASSOCIATION
.
Find decision makers
Plan sponsor
Name
MEMORIAL LIBRARY ASSOCIATION
EIN
05-0259005
Address
44 BROAD STREET · WESTERLY, RI · 02891
Phone
(401) 596-2877
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
2025-12-04
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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