Boston Foundation, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Boston Foundation, INC.
  • Sponsor EIN: 042104021
  • Sponsor Address: 75 ARLINGTON STREET, BOSTON, MA, 02116
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 126
  • Total Assets: $31.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023126$31.2M$756,165$1.2M
2022140$27.5M$717,482$1.1M

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