Original filing (PDF)20250605153855NAL0020351904001

THE HISTORICAL SOCIETY OF WASHINGTON D. C.

Name: THE HISTORICAL SOCIETY OF WASHINGTON D. C. — THE HISTORICAL SOCIETY OF WASHINGTON D.C. RETIREMENT & EMPLOYEE SAVINGS PLAN, Form 5500 (2024)
Creator: THE HISTORICAL SOCIETY OF WASHINGTON D. C.

Form 5500-SF

FILING_RECEIVED

THE HISTORICAL SOCIETY OF WASHINGTON D.C. RETIREMENT & EMPLOYEE SAVINGS PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$486K

Net assets (EOY)

$486K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HISTORICAL SOCIETY OF WASHINGTON D. C..

Plan sponsor

Name

THE HISTORICAL SOCIETY OF WASHINGTON D. C.

EIN

53-0238800

Address

801 K STREET NW · WASHINGTON, DC · 200013746

Phone

(202) 516-1363

Industry

Arts, Entertainment, Recreationsee all

Plan administrator