Back to filter
Original filing (PDF)20250505140955NAL0007914929001
THE STEPHEN PHILLIPS MEMORIAL SCHOLARSHIP FD
Form 5500-SF
FILING_RECEIVED
THE STEPHEN PHILLIPS MEMORIAL SCHOLARSHIP FUND, INC 403(B) PLAN
403(b) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE STEPHEN PHILLIPS MEMORIAL SCHOLARSHIP FD.
Plan sponsor
Name
THE STEPHEN PHILLIPS MEMORIAL SCHOLARSHIP FD
EIN
27-5040651
Address
27 FLINT STREET · PO BOX 870 · SALEM, MA · 01970
Phone
(978) 744-2111
Industry
Other Services (ex. Public Admin)see 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
2025-05-05
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
UNITED WAY OF THE LAKESHORE, I
403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF THE LAKESHORE, INC.
$1.4M · 15 participants
ASSOCIATION OF CONTRACTING PLUMBERS OF THE CITY OF NEW YORK, INC.
ASSOCIATION OF CONTRACTING PLUMBERS OF NY, INC. PENSION PLAN
$1.4M · 4 participants
TENNESSEE DISABILITY COALITION
403 B THRIFT PLAN TENNESSEE DISABILITY COALITION RETIREMENT PLAN
$1.4M · 34 participants
GIRL SCOUTS OF OHIO'S HEARTLAN
403(B) THRIFT PLAN FOR EMPLOYEES OF GIRL SCOUTS OF OHIO'S HEARTLAND COUNCIL, INC.
$1.4M · 70 participants
ROOTED PHILANTHROPIC
ROOTED PHILANTHROPIC 403(B) PLAN
$1.4M · 3 participants
EDWARD E FORD FOUNDATION
THE EDWARD E. FORD FOUNDATION DC RETIREMENT PLAN
$1.4M · 4 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