· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WESTERN MASSACHUSETTS TRAINING CONSORTIUM, INC. — 403(B) THRIFT PLAN FOR EMPLOYEES OF WESTERN MASSACHUSETTS TRAINING CONSORTIUM, INC., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260128153800NAL0004841394001
WESTERN MASSACHUSETTS TRAINING CONSORTIUM, INC.
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF WESTERN MASSACHUSETTS TRAINING CONSORTIUM, INC.
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
393
Accounts w/ balance
36
Plan assets (EOY)
$656K
Net assets (EOY)
$656K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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
WESTERN MASSACHUSETTS TRAINING CONSORTIUM, INC.
.
Find decision makers
Plan sponsor
Name
WESTERN MASSACHUSETTS TRAINING CONSORTIUM, INC.
EIN
23-7450656
Address
187 HIGH ST STE 202 · HOLYOKE, MA · 010406596
Phone
(413) 536-2401
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-28
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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 Health Care & Social Assistance plans
HEALTH BY DESIGN
HEALTH BY DESIGN 401K PLAN
$655K · 4 participants
MEDICAL EAST OF DECATUR, INC.
MEDICAL EAST OF DECATUR, INC. 401K PLAN
$656K · 34 participants
HPT, INC. D/B/A EPIC PHYSICAL THERAPY
EPIC PHYSICAL THERAPY 401K PLAN
$655K · 23 participants
CONNECTICUT NEUROLOGICAL SPECIALIST, LLC
CONNECTICUT NEUROLOGICAL SPECIALIST, LLC 401K PROFIT SHARING PLAN
$657K · 4 participants
PHYSICIAN INTERLINK, LLC
PHYSICIAN INTERLINK, LLC PROFIT SHARING PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 9% as many balances as active participants — suggests many active employees aren't deferring.
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.
$654K · 5 participants
PRANA HEALTH PLLC
PRANA HEALTH RETIREMENT SAVINGS PLAN
$657K · 5 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
