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MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND, INC. — MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND, INC. 403(B) (7) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250729123540NAL0007487906001
MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND, INC.
Form 5500-SF
FILING_RECEIVED
MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND, INC. 403(B) (7) PLAN
403(b) retirement plan
Active participants
22
Accounts w/ balance
58
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
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
MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND, INC.
.
Find decision makers
Plan sponsor
Name
MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND, INC.
EIN
22-2867371
Address
133 FEDERAL ST FL 2 · BOSTON, MA · 021101703
Phone
(617) 367-9474
Industry
Health Care & Social Assistance
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
2025-07-29
Pension benefit codes
2M · 403(b)(7) custodial accounts
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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