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ARCHAEOLOGICAL INSTITUTE OF AMERICA — TAX DEFERRED ANNUITY PLAN FOR ARCHAEOLOGICAL INSTITUTE OF AMERICA, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250411084448NAL0045973218001
ARCHAEOLOGICAL INSTITUTE OF AMERICA
Form 5500-SF
FILING_RECEIVED
TAX DEFERRED ANNUITY PLAN FOR ARCHAEOLOGICAL INSTITUTE OF AMERICA
403(b) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ARCHAEOLOGICAL INSTITUTE OF AMERICA
.
Find decision makers
Plan sponsor
Name
ARCHAEOLOGICAL INSTITUTE OF AMERICA
EIN
13-5669180
Address
2000 COMMONWEALTH AVE · SUITE 415 · AUBURNDALE, MA · 02466
Phone
(857) 305-9354
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
Pension benefit codes
2L · 403(b)(1) annuity
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 providers
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Helping the score
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