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Original filing (PDF)20260102065053NAL0001982592001
JAMES BLACKSTONE MEMORIAL LIBRARY
Form 5500-SF
FILING_RECEIVED
JAMES BLACKSTONE MEMORIAL LIBRARY 403(B) TDA PLAN
403(b) retirement plan
Active participants
14
Accounts w/ balance
14
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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 JAMES BLACKSTONE MEMORIAL LIBRARY.
Plan sponsor
Name
JAMES BLACKSTONE MEMORIAL LIBRARY
EIN
06-0662108
Address
758 MAIN STREET · BRANFORD, CT · 06405
Phone
(203) 488-1441
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-02
Pension benefit codes
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
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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