Original filing (PDF)20250717123107NAL0000280001001

HISTORICAL SOCIETY OF PENNSYLVANIA

Name: HISTORICAL SOCIETY OF PENNSYLVANIA — HISTORICAL SOCIETY OF PENNSYLVANIA DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2023)
Creator: HISTORICAL SOCIETY OF PENNSYLVANIA

Form 5500

FILING_RECEIVED

HISTORICAL SOCIETY OF PENNSYLVANIA DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Signals · 1

Late filing · 2.1 mo

Active participants

Accounts w/ balance

141

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.1 months past the 10.5-month grace window.

Helping the score

Below-peer total plan cost (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HISTORICAL SOCIETY OF PENNSYLVANIA.

Plan sponsor

Name

HISTORICAL SOCIETY OF PENNSYLVANIA

EIN

23-1352322

Address

1300 LOCUST STREET · PHILADELPHIA, PA · 19107

Phone

(215) 732-6200

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-07-17

Pension benefit codes

2F · ERISA section 404(c)

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WITHUM SMITH & BROWN, PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $201K(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.