Original filing (PDF)20250721123415NAL0000665379001

Maitland Art and History Association DBA Art and History Museums - MAI

Name: Maitland Art and History Association DBA Art and History Museums - MAI — Form 5500 Plan 001 (2024)
Creator: Maitland Art and History Association DBA Art and History Museums - MAI
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maitland Historical Society 403(b) Retirement Plan

403(b) retirement plan · Maitland Art and History Association DBA Art and History Museums - MAI's Maitland Historical Society 403(b) Retirement Plan held $43K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

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 MAITLAND ART AND HISTORY ASSOCIATION DBA ART AND HISTORY MUSEUMS - MAI.

Plan sponsor

Name

MAITLAND ART AND HISTORY ASSOCIATION DBA ART AND HISTORY MUSEUMS - MAI

EIN

59-1710129all filings

Address

231 W. PACKWOOD AVENUE · MAITLAND, FL · 32751

Phone

(407) 539-2181

Industry

Arts, Entertainment, Recreation

Plan administrator