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Original filing (PDF)20250808081833NAL0006128160001
EASTER SEALS NEW HAMPSHIRE, INC.
Form 5500
FILING_RECEIVED
EASTER SEALS NEW HAMPSHIRE SECTION 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,577
Accounts w/ balance
1,027
Plan assets (EOY)
$39.6M
Net assets (EOY)
$39.6M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTER SEALS NEW HAMPSHIRE, INC..
Plan sponsor
Name
EASTER SEALS NEW HAMPSHIRE, INC.
EIN
02-0272825
Address
555 AUBURN STREET · MANCHESTER, NH · 031034800
Phone
(603) 621-3415
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $91K | — |
Investments
16 direct securities · 1 pooled fund· $39.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$39.6M
16 holdings
Pooled Separate Account
$24K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lincoln Stable Value Account Group annuity contract | — | — | — | $5.6M | 14.0% | |
| American Funds Washington Mutual Investors Class R6 " | — | — | — | $5.4M | 13.5% | |
| Metropolitan West Total Return Bond Plan Class " | — | — | — | $4.9M | 12.4% | |
| MFS Massachusetts Investors Growth Stock Class R6 " | — | — | — | $4.6M | 11.7% | |
| American Funds Europacific Growth Class R6 Mutual fund | — | — | — | $3.7M | 9.3% | |
| Columbia Large Cap Enchanced Core Class I3 " | — | — | — | $3.3M | 8.4% | |
| Clearbridge Select Class Is " | — | — | — | $2.9M | 7.3% | |
| Vanguard 500 Index Admiral Class " | — | — | — | $2.3M | 5.7% | |
| Fidelity Advisor Value Class Z " | — | — | — | $1.8M | 4.6% | |
| American Century Inflation Adjusted Bond R6 Class " | — | — | — | $1.6M | 4.0% | |
| Cohen and Steers Real Estate Securities Inc Class Z " | — | — | — | $1.1M | 2.9% | |
| PIMCO Rae Emerging Markets Institutional Class " | — | — | — | $884K | 2.2% | |
| Macquarie Small Cap Core " | — | — | — | $792K | 2.0% | |
| Blackrock High Yield Bond Class K " | — | — | — | $583K | 1.5% | |
| Participant loans (4.25% - 9.50%) - | — | — | — | $142K | 0.4% | |
| Janus Henderson Developed World Bond Class N " | — | — | — | $51K | 0.1% | |
| SECURE RETIREMENT INCOME LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 900 | Pooled Separate Account | — | — | $24K | <0.1% |
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