Back to filter
Original filing (PDF)20251015171026NAL0002685107001
THE MAUREEN AND MIKE MANSFIELD FOUNDATION
Form 5500-SF
FILING_RECEIVED
THE MAUREEN AND MIKE MANSFIELD FOUNDATION RETIREMENT PLAN
403(b) retirement plan
Active participants
11
Accounts w/ balance
17
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MAUREEN AND MIKE MANSFIELD FOUNDATION.
Plan sponsor
Name
THE MAUREEN AND MIKE MANSFIELD FOUNDATION
EIN
81-0411708
Address
32 CAMPUS DRIVE, MANSFIELD LIBRARY · MISSOULA, MA · 59812
Phone
(202) 347-1994
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
ENVIRONMENTAL HEALTH COALITION
ENVIRONMENTAL HEALTH COALITION 401(K) PLAN
$1.6M · 9 participants
BUCKEYE ASSOCIATION OF SCHOOL ADMINISTRATORS
BASA 401(K) RETIREMENT PLAN
$1.6M · 7 participants
BOYS & GIRLS CLUBS OF HUDSON COUNTY
BOYS & GIRLS CLUBS OF HUDSON COUNTY PENSION PLAN
$1.6M · 25 participants
ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION
ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION 403(B) PLAN
$1.6M · 9 participants
MASSACHUSETTS SERVICE ALLIANCE
MASSACHUSETTS SERVICE ALLIANCE 401(K) PROFIT SHARING PLAN TRUST
$1.6M · 19 participants
SHOAL CREEK COMMUNITY CHURCH
SHOAL CREEK 403(B) PLAN
$1.6M · 7 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B