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Original filing (PDF)20250728154341NAL0002303105001
DEVINE, MILLIMET & BRANCH, PROFESSIONAL ASSOCIATION
Form 5500
FILING_RECEIVED
DEVINE, MILLIMET & BRANCH 401(K) PLAN
401(k) retirement plan
Signals · 1
68% in single holding
Active participants
100
Accounts w/ balance
153
Plan assets (EOY)
$61.7M
Net assets (EOY)
$61.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "GOLDMAN SACHS STABLE VALUE COLLECTIVE TRUST" is 68% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEVINE, MILLIMET & BRANCH, PROFESSIONAL ASSOCIATION.
Plan sponsor
Name
DEVINE, MILLIMET & BRANCH, PROFESSIONAL ASSOCIATION
EIN
02-0336151
Address
111 AMHERST STREET · MANCHESTER, NH · 03101
Phone
(603) 669-1000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $57K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | ACCOUNTANT/AUDITOR | $16K | — |
Investments
2 direct securities · 2 pooled funds· $6.6M(11% 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
$3.3M
2 holdings
Common Collective Trust
$3.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS STABLE VALUE COLLECTIVE TRUST | — | — | $2.4M | $2.2M | 3.6% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $2.2M | 3.6% | |
| [DFE: COHEN & STEERS COLLECTIVE INVESTMENT TRUST (extraction pending)] | — | — | — | $1.1M | 1.7% | |
| C&S US REALTY FA SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $1.1M | 1.7% |