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MATTATUCK HISTORICAL SOCIETY — MATTATUCK HISTORICAL SOCIETY 403B PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250715123006NAL0004628402001
MATTATUCK HISTORICAL SOCIETY
Form 5500-SF
FILING_RECEIVED
MATTATUCK HISTORICAL SOCIETY 403B PLAN
Defined-contribution retirement plan
Active participants
17
Accounts w/ balance
27
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
MATTATUCK HISTORICAL SOCIETY
.
Find decision makers
Plan sponsor
Name
MATTATUCK HISTORICAL SOCIETY
EIN
06-0443990
Address
144 WEST MAIN STREET · WATERBURY, CT · 06702
Phone
(203) 753-0381
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
2025-07-15
Pension benefit codes
2G · Total participant-directed accounts
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
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THE LIFE RAFT GROUP
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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.
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