Original filing (PDF)20250410093008NAL0011687235001

WESTERN RESERVE HISTORICAL SOCIETY

Name: WESTERN RESERVE HISTORICAL SOCIETY — THE WESTERN RESERVE HISTORICAL SOCIETY 403(B) DC PLAN, Form 5500 (2024)
Creator: WESTERN RESERVE HISTORICAL SOCIETY

Form 5500-SF

FILING_RECEIVED

THE WESTERN RESERVE HISTORICAL SOCIETY 403(B) DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

WESTERN RESERVE HISTORICAL SOCIETY

EIN

34-0714724

Address

10825 EAST BLVD · CLEVELAND, OH · 44106

Phone

(216) 721-5722

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

2025-04-10

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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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