Seven Hills Foundation, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Seven Hills Foundation, INC.
  • Sponsor EIN: 043293659
  • Sponsor Address: 81 HOPE AVENUE, WORCESTER, MA, 01603
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 1,155
  • Total Assets: $50.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231,155$50.7M$1.5M$5.1M
20221,088$41.0M$1.3M$4.4M

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