Original filing (PDF)20250701131730NAL0012173313001

THE FILSON HISTORICAL SOCIETY, INC.

Name: THE FILSON HISTORICAL SOCIETY, INC. — THE FILSON HISTORICAL SOCIETY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: THE FILSON HISTORICAL SOCIETY, INC.

Form 5500-SF

FILING_RECEIVED

THE FILSON HISTORICAL SOCIETY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE FILSON HISTORICAL SOCIETY, INC.

EIN

61-0444690

Address

1310 S 3RD ST · LOUISVILLE, KY · 402082306

Phone

(502) 635-5083

Industry

Arts, Entertainment, Recreationsee all

Plan administrator