Original filing (PDF)20250502152305NAL0010087762001

HISTORIC BETHLEHEM MUSEUMS & SITES, INC.

Name: HISTORIC BETHLEHEM MUSEUMS & SITES, INC. — HISTORIC BETHLEHEM MUSEUMS & SITES, INC. 403(B) PLAN, Form 5500 (2024)
Creator: HISTORIC BETHLEHEM MUSEUMS & SITES, INC.

Form 5500-SF

FILING_RECEIVED

HISTORIC BETHLEHEM MUSEUMS & SITES, INC. 403(B) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HISTORIC BETHLEHEM MUSEUMS & SITES, INC..

Plan sponsor

Name

HISTORIC BETHLEHEM MUSEUMS & SITES, INC.

EIN

23-2741808

Address

74 W BROAD ST STE 310 · BETHLEHEM, PA · 180185738

Phone

(610) 882-0450

Industry

Arts, Entertainment, Recreationsee 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

2025-05-02

Pension benefit codes

2G · Total participant-directed accounts

2S · Automatic enrollment

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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