Original filing (PDF)20260212152900NAL0000363616001

HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA

Name: HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA — DEFINED CONTRIBUTION PLAN FOR EMPLOYEES OF HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA, Form 5500 (2024)
Creator: HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA

Form 5500-SF

FILING_RECEIVED

DEFINED CONTRIBUTION PLAN FOR EMPLOYEES OF HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA

403(b) retirement plan

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA.

Plan sponsor

Name

HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA

EIN

25-0965391

Address

1212 SMALLMAN STREET · PITTSBURGH, PA · 152224208

Phone

(412) 454-6383

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-12

Pension benefit codes

2L · 403(b)(1) annuity

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

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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