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WOODS MARCHAND FOUNDATION D/B/A WESTMORELAND MUSEUM OF AMERICAN ART — WOODS MARCHAND FOUNDATION D/B/A WESTMORELAND MUSEUM OF AMERICAN ART 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241220100814NAL0005467425001
WOODS MARCHAND FOUNDATION D/B/A WESTMORELAND MUSEUM OF AMERICAN ART
Form 5500-SF
FILING_RECEIVED
WOODS MARCHAND FOUNDATION D/B/A WESTMORELAND MUSEUM OF AMERICAN ART 403(B) PLAN
403(b) retirement plan
Active participants
45
Accounts w/ balance
30
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
86
/ 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
WOODS MARCHAND FOUNDATION D/B/A WESTMORELAND MUSEUM OF AMERICAN ART
.
Find decision makers
Plan sponsor
Name
WOODS MARCHAND FOUNDATION D/B/A WESTMORELAND MUSEUM OF AMERICAN ART
EIN
25-1014553
Address
221 NORTH MAIN STREET · GREENSBURG, PA · 15601
Phone
(724) 837-1500
Industry
Arts, Entertainment, Recreation
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
2024-12-20
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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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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Trustee phone
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