· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CORE LEADERSHIP INSTITUTE — CORE LEADERSHIP INSTITUTE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009052832NAL0006533489001
CORE LEADERSHIP INSTITUTE
Form 5500-SF
FILING_RECEIVED
CORE LEADERSHIP INSTITUTE 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
17
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
CORE LEADERSHIP INSTITUTE
.
Find decision makers
Plan sponsor
Name
CORE LEADERSHIP INSTITUTE
EIN
20-0558842
Address
PO BOX 12 · HARVARD, MA · 01451
Phone
(978) 707-5174
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
LIGHTING EXPRESSIONS LTD.
LIGHTING EXPRESSIONS LTD. 401(K) PROFIT SHARING PLAN AND TRUST
$2.4M · 6 participants
BARK PRODUCTIONS LLC
BARK PRODUCTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.4M · 17 participants
DAVID I. KAHAN, OD, PC
DAVID I. KAHAN, OD, PC 401(K) PROFIT SHARING PLAN
$2.4M · 7 participants
INSTITUTE ON TAXATION AND ECONOMIC POLICY
ITEP 403(B) PLAN
$2.4M · 26 participants
AGNEW ASSOCIATES, INC
AGNEW ASSOCIATES, INC 401(K) PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.4M · 15 participants
OAKLAND CORPORATION
THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES
$2.4M · 23 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
