· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BARRE CENTER FOR BUDDHIST STUDIES DC PLAN — Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250825143608NAL0003964387001
BARRE CENTER FOR BUDDHIST STUDIES DC PLAN
Form 5500-SF
FILING_RECEIVED
BARRE CENTER FOR BUDDHIST STUDIES DC PLAN
403(b) retirement plan
Active participants
22
Accounts w/ balance
0
Plan assets (EOY)
$674K
Net assets (EOY)
$674K
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
BARRE CENTER FOR BUDDHIST STUDIES DC PLAN
.
Find decision makers
Plan sponsor
Name
BARRE CENTER FOR BUDDHIST STUDIES DC PLAN
EIN
22-3058493
Address
149 LOCKWOOD RD · BARRE, MA · 010058833
Phone
(978) 355-2347
Industry
Educational Services
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
2025-08-25
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
Related plans
Similar-size Educational Services plans
SHORTRIDGE ACADEMY L T D
SHORTRIDGE ACADEMY L T D 401(K) PROFIT SHARING PLAN & TRUST
$674K · 40 participants
FRANKLIN CHRISTIAN ACADEMY
FRANKLIN CHRISTIAN ACADEMY ERISA 403(B) PLAN
$674K · 52 participants
AMERICAN JAIL ASSOCIATION
AMERICAN JAIL ASSOCIATION 403B RETIREMENT AND SAVINGS PLAN
$673K · 10 participants
PREMIERE EDUCATIONAL CORPORATION
PREMIERE EDUCATIONAL CORP. 401(K) PROFIT SHARING PLAN
$674K · 27 participants
SCHOOL FRONTIERS LLC
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.
SCHOOL FRONTIERS LLC 401(K) PLAN
$673K · 6 participants
BUF HEALTH AND HUMAN SERVICES,IN
BUF 401(K) PLAN
$675K · 38 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
