Back to filter
Original filing (PDF)20250625152608NAL0011440768001
MATHEMATICAL SCIENCES RESEARCH INSTITUTE
Form 5500-SF
FILING_RECEIVED
MATHEMATICAL SCIENCES RESEARCH INSTITUTE EMPLOYEES' RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
20
Accounts w/ balance
33
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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 MATHEMATICAL SCIENCES RESEARCH INSTITUTE.
Plan sponsor
Name
MATHEMATICAL SCIENCES RESEARCH INSTITUTE
EIN
94-2650833
Address
17 GAUSS WAY · BERKELEY, CA · 947205070
Phone
(510) 642-0143
Industry
Educational Servicessee 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
2025-06-25
Pension benefit codes
2F · ERISA section 404(c)
2C · Money purchase (other than target benefit)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.