BOSTON ATHENAEUM RETIREMENT PLAN

[ EIN: 04-2104852 | Plan No. 001 ]

Form 5500 records indicate that BOSTON ATHENAEUM RETIREMENT PLAN is a 403(b) Annuity plan sponsored by PROPRIETORS OF THE BOSTON ATHENAEUM. The plan is classified as a Small Plan with 116 participants and assets totaling $10,606,790 for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: PROPRIETORS OF THE BOSTON ATHENAEUM

Location: 10 1/2 BEACON STREET, BOSTON, MA 02108

EIN: 042104852

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 403(b) Annuity

Participants: 116

Total Assets: $10,606,790

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