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ASPEN HISTORICAL SOCIETY — ASPEN HISTORICAL SOCIETY 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250606182805NAL0012582113001
ASPEN HISTORICAL SOCIETY
Form 5500-SF
FILING_RECEIVED
ASPEN HISTORICAL SOCIETY 403(B) PLAN
403(b) retirement plan
Active participants
32
Accounts w/ balance
11
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
ASPEN HISTORICAL SOCIETY
.
Find decision makers
Plan sponsor
Name
ASPEN HISTORICAL SOCIETY
EIN
84-6037756
Address
620 WEST BLEEKER STREET · ASPEN, CO · 81611
Phone
(970) 925-3721
Industry
Arts, Entertainment, Recreation
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
2025-06-06
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
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 providers
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PIERRE AND TANA MATISSE FOUNDATION
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Knocking points off
Only 34% as many balances as active participants — suggests many active employees aren't deferring.
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.
$1.6M · 8 participants
ARTHUR M. SACKLER FOUNDATION INC.
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