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THE TECHNICAL ASSISTANCE COLLABORATIVE — TECHNICAL ASSISTANCE COLLABORATIVE 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250123084958NAL0009803984002
THE TECHNICAL ASSISTANCE COLLABORATIVE
Form 5500-SF
FILING_RECEIVED
TECHNICAL ASSISTANCE COLLABORATIVE 403(B) PLAN
403(b) retirement plan
Active participants
52
Accounts w/ balance
70
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
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
THE TECHNICAL ASSISTANCE COLLABORATIVE
.
Find decision makers
Plan sponsor
Name
THE TECHNICAL ASSISTANCE COLLABORATIVE
EIN
22-3181028
Address
15 COURT SQUARE · BOSTON, MA · 021082503
Phone
(616) 266-5657
Industry
Professional & Technical Services
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
2025-01-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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