Original filing (PDF)20250416100232NAL0009381938001

WATERBURY ASSOCIATION FOR RETARDED CITIZENS, INC.

Name: WATERBURY ASSOCIATION FOR RETARDED CITIZENS, INC. — WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN, Form 5500 (2024)
Creator: WATERBURY ASSOCIATION FOR RETARDED CITIZENS, INC.

Form 5500-SF

FILING_RECEIVED

WATERBURY A.R.C. TAX SHELTERED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WATERBURY ASSOCIATION FOR RETARDED CITIZENS, INC..

Plan sponsor

Name

WATERBURY ASSOCIATION FOR RETARDED CITIZENS, INC.

EIN

06-0746345

Address

1929 EAST MAIN STREET · WATERBURY, CT · 06705

Phone

(203) 575-0707

Industry

Health Care & Social Assistancesee 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

2025-04-16

Pension benefit codes

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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