· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE VALDEZ MUSEUM AND HISTORICAL ARCHIVE ASSOCIATION, INC — THE VALDEZ MUSEUM AND HISTORICAL ARCHIVE ASSOCIATION, INC. 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250611123538NAL0013964851001
THE VALDEZ MUSEUM AND HISTORICAL ARCHIVE ASSOCIATION, INC
Form 5500-SF
FILING_RECEIVED
THE VALDEZ MUSEUM AND HISTORICAL ARCHIVE ASSOCIATION, INC. 403(B) PLAN
403(b) retirement plan
Active participants
12
Accounts w/ balance
7
Plan assets (EOY)
$374K
Net assets (EOY)
$374K
Plan health score (directional)
86
/ 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
THE VALDEZ MUSEUM AND HISTORICAL ARCHIVE ASSOCIATION, INC
.
Find decision makers
Plan sponsor
Name
THE VALDEZ MUSEUM AND HISTORICAL ARCHIVE ASSOCIATION, INC
EIN
92-0159463
Address
217 EGAN DRIVE, P.O BOX 8 · VALDEZ, AK · 996860008
Phone
(907) 835-2764
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
2025-06-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Arts, Entertainment, Recreation plans
THE AMERICAN CIVIL WAR MUSEUM FOUNDATION
TREDEGAR NATIONAL CIVIL WAR CENTER FOUNDATION TAX DEFERRED ANNUITY TDA PLAN
$374K
THE MOODY CENTER INC
THE MOODY CENTER INC 401(K) PROFIT SHARING PLAN & TRUST
$374K · 8 participants
303 GALLERY INC.
303 GALLERY INC. 401(K) PLAN
$374K · 15 participants
UNIVERSE DIGITAL INC
UNIVERSE DIGITAL 401(K) PLAN
$373K · 11 participants
THE MATTRESS FACTORY
SALARY DEFERRAL - 403(B) THE MATTRESS FACTORY, LTD
80
Knocking points off
58% balance-to-active ratio — below typical for a healthy 401(k).
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$376K · 26 participants
MIER GALLERY, INC.
MIER GALLERY, INC. 401(K) PROFIT SHARING PLAN
$377K · 5 participants
Large plans in Alaska
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND
ALASKA ELECTRICAL PENSION PLAN
$2.1B · 3,855 participants
ARCTIC SLOPE REGIONAL CORPORATION
ARCTIC SLOPE REGIONAL CORPORATION AND SUBSIDIARIES EMPLOYEES RETIREMENT PLAN
$1.5B · 15,212 participants
GAINWELL ACQUISITION CORP.
GAINWELL TECHNOLOGIES 401(K) PLAN
$691.3M · 11,437 participants
COOK INLET REGION, INC.
COOK INLET REGION 401(K) RETIREMENT PLAN
$589.4M · 5,327 participants
ALASKA TEAMSTER EMPLOYER PENSION TRUST
ALASKA TEAMSTER-EMPLOYER PENSION TRUST
$516.0M · 3,901 participants
BRISTOL BAY NATIVE CORPORATION
BRISTOL BAY NATIVE CORPORATION 401(K) SAVINGS PLAN
$479.8M · 5,397 participants
