Stratford Foundation, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Stratford Foundation, INC.
  • Sponsor EIN: 041166517
  • Sponsor Address: 220 RESERVOIR STREET, SUITE 6, NEEDHAM, MA, 02494
  • Plan Type: DC
  • Total Participants: 12
  • Total Assets: $707,616

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • 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.
202512$707,616$0$0
202412$707,616$0$0
202310$655,770$45,835$0
202210$566,574$41,279$0

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