· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RHODE ISLAND HISTORICAL SOCIETY — RHODE ISLAND HISTORICAL SOCIETY DC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250611104541NAL0027048912001
RHODE ISLAND HISTORICAL SOCIETY
Form 5500-SF
FILING_RECEIVED
RHODE ISLAND HISTORICAL SOCIETY DC RETIREMENT PLAN
403(b) retirement plan
Active participants
42
Accounts w/ balance
58
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
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
RHODE ISLAND HISTORICAL SOCIETY
.
Find decision makers
Plan sponsor
Name
RHODE ISLAND HISTORICAL SOCIETY
EIN
05-0259110
Address
110 BENEVOLENT STREET · PROVIDENCE, RI · 02906
Phone
(401) 331-8575
Industry
Arts, Entertainment, Recreation
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
2025-06-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Arts, Entertainment, Recreation plans
BALTIMORE CHILDREN'S MUSEUM, INC
PORT DISCOVERY 401K PLAN
$3.4M · 51 participants
OLD WESTBURY GARDENS INC
OLD WESTBURY GARDENS INC 401(K) PROFIT SHARING PLAN & TRUST
$3.4M · 79 participants
MUSEUM OF NEW MEXICO FOUNDATION
MUSEUM OF NEW MEXICO FOUNDATION 401(A) DC PLAN
$3.4M · 38 participants
HISTORICAL SOCIETY OF SEATTLE AND KING COUNTY
MUSEUM OF HISTORY & INDUSTRY 403(B) TDA PLAN 386602
$3.4M · 26 participants
COASTAL MAINE BOTANICAL GARDENS
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
COASTAL MAINE BOTANICAL GARDENS 401(K) PLAN
$3.4M · 85 participants
USS MISSOURI MEMORIAL ASSOCIATION, INC.
USS MISSOURI MEMORIAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN II
$3.4M · 55 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
