Back to filter
Original filing (PDF)20250401152922NAL0011097856001
WATERTOWN LIBRARY ASSOCIATION
Form 5500-SF
FILING_RECEIVED
WATERTOWN LIBRARY ASSOCIATION, RA DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
3
Accounts w/ balance
7
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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 WATERTOWN LIBRARY ASSOCIATION.
Plan sponsor
Name
WATERTOWN LIBRARY ASSOCIATION
EIN
06-0646955
Address
470 MAIN ST · WATERTOWN, CT · 06795
Phone
(860) 945-3360
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
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 Information / Tech / Media plans
SPORTSGUYS, LLC
SPORTS GUYS, LLC CASH BALANCE PLAN
$1.5M · 3 participants
HNP INDUSTRIES, LLC
HNP INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN
$1.5M · 3 participants
AMPUTEE COALITION OF AMERICA, INC.
AMPUTEE COALITION OF AMERICA, INC. 401(K) THRIFT PLAN
$1.5M · 21 participants
AMES FREE LIBRARY OF EASTON, INC.
AMES FREE LIBRARY 403(B) TDA PLAN
$1.4M · 10 participants
ADAMS COUNTY LIBRARY SYSTEM
ADAMS COUNTY LIBRARY SYSTEM 401(K) PLAN
$1.4M · 45 participants
ZUMA PRESS, INC.
ZUMA PRESS, INC. 401K PLAN
$1.5M · 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