How big is Polly Hill Arboretum, Inc.'s plan?

Polly Hill Arboretum, Inc.'s plan reported $2.5M in assets and 13 participants for 2024.

Original filing (PDF)20250710132043NAL0003519715001

Polly Hill Arboretum, Inc.

Name: Polly Hill Arboretum, Inc. — Polly Hill Arboretum, Form 5500 (2024)
Creator: Polly Hill Arboretum, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Polly Hill Arboretum Defined Contribution Plan

403(b) retirement plan · Polly Hill Arboretum, Inc.'s Polly Hill Arboretum Defined Contribution Plan held $2.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Margo Urbany-Joyce signed Polly Hill Arboretum, Inc.'s 2024 Form 5500 as plan administrator.

Margo Urbany-Joyce — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Polly Hill Arboretum, Inc.'s EIN is 13-3873765.

EIN 13-3873765

Plan number 001

Plan year 2024

ACK ID 20250710132043NAL0003519715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Polly Hill Arboretum, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Polly Hill Arboretum, Inc.'s plan includes a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

POLLY HILL ARBORETUM, INC.

EIN

all filings

Address

809 STATE ROAD · WEST TISBUTY, MA · 02575

Phone

(508) 693-9426

Industry

Arts, Entertainment, Recreation

Plan administrator