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Original filing (PDF)20251010070219NAL0012031376001
OLD COLONY ELDER SERVICES, INC
Form 5500
FILING_RECEIVED
OLD COLONY ELDER SERVICES, INC 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
237
Accounts w/ balance
338
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 96% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLD COLONY ELDER SERVICES, INC.
Plan sponsor
Name
OLD COLONY ELDER SERVICES, INC
EIN
01-0644916
Address
144 MAIN STREET · BROCKTON, MA · 02301
Phone
(508) 584-1561
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
OLD COLONY ELDER SERVICES, INC
EIN
01-0644916
City
BROCKTON, MA
Phone
(508) 584-1561
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES | 16-1503696 | — | NONE | $63K | — |
Investments
25 direct securities · 2 pooled funds· $11.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$9.6M
25 holdings
Common Collective Trust
$1.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 I | — | — | — | $1.7M | 15.5% | |
| AB US LARGE CAP GROWTH CIT GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.2M | 11.0% | |
| T. Rowe Price Retirement 2030 I | — | — | — | $1.2M | 10.8% | |
| American Funds American Balanced R5 | — | — | — | $1.1M | 10.3% | |
| T. Rowe Price Retirement 2040 I | — | — | — | $992K | 9.0% | |
| T. Rowe Price Retirement 2055 I | — | — | — | $854K | 7.7% | |
| T. Rowe Price Retirement 2045 I | — | — | — | $661K | 6.0% | |
| T. Rowe Price Retirement 2035 I | — | — | — | $569K | 5.1% | |
| IShares S&P 500 Index K | — | — | — | $552K | 5.0% | |
| T. Rowe Price Retirement 2020 I | — | — | — | $477K | 4.3% | |
| FEDERATED HERMES CAP PRESERVATION FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $274K | 2.5% | |
| American Funds EuroPacfic R6 | — | — | — | $253K | 2.3% | |
| IShares Russell MD-Cap Index K | — | — | — | $189K | 1.7% | |
| T. Rowe Price Retirement 2060 I | — | — | — | $188K | 1.7% | |
| T. Rowe Price Retirement 2025 I | — | — | — | $163K | 1.5% | |
| Vanguard Equity Income Admiral | — | — | — | $157K | 1.4% | |
| Participant loans | — | — | — | $148K | 1.3% | |
| IShare US AGGR Bond Index K | — | — | — | $100K | 0.9% | |
| Macquarie Mid Cap Growth I | — | — | — | $90K | 0.8% | |
| DFA Emerging Mkts Core Equity | — | — | — | $74K | 0.7% | |
| Columbia High Yield Bond Inst | — | — | — | $29K | 0.3% | |
| IShares Russell 2000 SC IDC K | — | — | — | $11K | <0.1% | |
| T. Rowe Price Retirement 2065 I | — | — | — | $3K | <0.1% | |
| Vanguard Federal Money Market | — | — | — | $147 | <0.1% | |
| Guggenheim Macro Opportun I | — | — | — | $45 | <0.1% | |
| Dodge & Cox | — | — | — | $44 | <0.1% | |
| PGIM GLBL Total Return Z | — | — | — | $43 | <0.1% |
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