Original filing (PDF)20250430090749NAL0001140275001

HIGHSTEAD FOUNDATION

Name: HIGHSTEAD FOUNDATION — HIGHSTEAD FOUNDATION 403(B) ERISA RETIREMENT PLAN, Form 5500 (2024)
Creator: HIGHSTEAD FOUNDATION

Form 5500-SF

FILING_RECEIVED

HIGHSTEAD FOUNDATION 403(B) ERISA RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 HIGHSTEAD FOUNDATION.

Plan sponsor

Name

HIGHSTEAD FOUNDATION

EIN

06-1108612

Address

127 LONETOWN RD · WEST REDDING, CT · 06896

Phone

(203) 938-8809

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

2025-04-30

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL

403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF WISCONSIN - BADGERLAND COUNCIL, INC.

$1.5M · 39 participants

DEANE & COMPANY

DEANE & COMPANY 401K PROFIT SHARING PLAN

$1.5M · 25 participants

THE MUSIC CENTER FOUNDATION

THE MUSIC CENTER FOUNDATION 401(K) PROFIT SHARING PLAN

$1.5M · 3 participants

UNITED AUTOMOBILE WORKERS LOCAL NO. 974

LOCAL UNION OPEIU 28 PENSION PLAN

$1.5M · 3 participants

THE CEMALA FOUNDATION, INC.