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  2. NORTH OF BOSTON LIBRARY EXCHANGE INC
Sponsor portfolio

NORTH OF BOSTON LIBRARY EXCHANGE INC

EIN 22-2712714-Information-Latest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
21
5 CHERRY HILL DR STE 250 - DANVERS, MA 019232596978-777-8844
Plans on this EIN
2 filings
#001403b-$3.0M - 14 part#002403b-$1.2M - 7 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CONTRIBUTION RETIREMENT PLAN (#001)71%
  • DEFERRED ANNUITY PLAN (#002)29%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)14
  • DEFERRED ANNUITY PLAN (#002)7
Total 21Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NORTH OF BOSTON LIBRARY EXCHANGE DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$3.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

NORTH OF BOSTON LIBRARY EXCHANGE TAX DEFERRED ANNUITY PLAN

403b

Assets$1.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NORTH OF BOSTON LIBRARY EXCHANGE DEFINED CONTRIBUTION RETIREMENT PLAN403b$3.0M142025
002NORTH OF BOSTON LIBRARY EXCHANGE TAX DEFERRED ANNUITY PLAN403b$1.2M72025
Retirement plans
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