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CENTER FOR INFORMATION AND STU — CENTER FOR INFORMATION AND STU 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250514110248NAL0019046433001
CENTER FOR INFORMATION AND STU
Form 5500-SF
FILING_RECEIVED
CENTER FOR INFORMATION AND STU 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
55
Accounts w/ balance
82
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
CENTER FOR INFORMATION AND STU
.
Find decision makers
Plan sponsor
Name
CENTER FOR INFORMATION AND STU
EIN
20-0588190
Address
1 LIBERTY SQ STE 1100 · BOSTON, MA · 021094947
Phone
(617) 725-2750
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
2025-05-14
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
KRAMER FINANCIAL GROUP LLC
KRAMER FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN
$2.2M · 2 participants
S L ROBBINS & ASSOCIATES, L.L.C.
S L ROBBINS & ASSOCIATES CASH BALANCE PENSION PLAN
$2.2M · 2 participants
J. A. ALTERNATIVES INC.
J. A. ALTERNATIVES INC 401(K) PLAN
$2.2M · 50 participants
HIGHAM COMPANY, INC.
HIGHAM COMPANY, INC. 401(K) PROFIT SHARING PLAN
$2.2M · 27 participants
ALLEGHENIES UNLIMITED CARE PROVIDERS
ALLEGHENIES UNLIMITED CARE PROVIDERS 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.2M · 120 participants
SDR PLUMBING & HEATING, INC.
SDR PLUMBING & HEATING, INC. PROFIT SHARING PENSION PLAN
$2.1M · 15 participants
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GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
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$46.7B
