Original filing (PDF)20250520134524NAL0004986226001

WORCESTER COUNTY COMMISSION ON AGING, INCORPORATED

Name: WORCESTER COUNTY COMMISSION ON AGING, INCORPORATED — 403(B) THRIFT PLAN FOR EMPLOYEES OF WORCESTER COUNTY COMMISSION ON AGING, INCORPORATED, Form 5500 (2024)
Creator: WORCESTER COUNTY COMMISSION ON AGING, INCORPORATED

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF WORCESTER COUNTY COMMISSION ON AGING, INCORPORATED

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 WORCESTER COUNTY COMMISSION ON AGING, INCORPORATED.

Plan sponsor

Name

WORCESTER COUNTY COMMISSION ON AGING, INCORPORATED

EIN

52-1127958

Address

4767 SNOW HILL RD · SNOW HILL, MD · 218634051

Phone

(410) 632-1277

Industry

Health Care & Social Assistancesee 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

2025-05-20

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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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INTERNATIONAL INITIATIVE FOR IMPACT