· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HOPE LAURIE KURENS — HOPE LAURIE KURENS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240730160739NAL0020446689001
HOPE LAURIE KURENS
Form 5500-SF
FILING_RECEIVED
HOPE LAURIE KURENS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$34K
Net assets (EOY)
$34K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HOPE LAURIE KURENS
.
Find decision makers
Plan sponsor
Name
HOPE LAURIE KURENS
EIN
82-3931772
Address
86 BAKER AVENUE EXT - STE 301 · CONCORD, MA · 01742
Phone
(978) 844-7881
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
NORTHERN MEDICAL CENTER, INC.
NORTHERN MEDICAL CENTER 401(K) PLAN
$34K · 13 participants
STEP BY STEP BEHAVIORAL HEALTH L
STEP BY STEP BEHAVIORAL HEALTH LLC
$34K · 2 participants
TRINITY CARE
TRINITY CARE 401(K) PLAN
$34K · 6 participants
ARISE HERNANDO LLC
ARISE HERNANDO 401K
$34K · 6 participants
CUMBERLAND RESIDENTIAL & EMPLOYMENT SERVICE AND TRAINING
CUMBERLAND RESIDENTIAL & EMPLOYMENT SERVICE AND TRAINING 403(B) PLAN
$34K · 22 participants
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BLACK ALCOHOL DRUG SERVICE
BASIC,INC 401K PLAN
$34K · 24 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
