Original filing (PDF)20251015222149NAL0003051971001

Trustees of Boston College

Name: Trustees of Boston College — The Boston College, Form 5500 (2024)
Creator: Trustees of Boston College
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Boston College 401(k) Retirement Plan II

401(k) retirement plan · Trustees of Boston College's The Boston College 401(k) Retirement Plan II held $599.9M in plan assets for 2,373 participants in 2024, with Fidelity as recordkeeper.

Active participants

2,373

Accounts w/ balance

3,707

Plan assets (EOY)

$599.9M

Net assets (EOY)

$599.9M

How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTEES OF BOSTON COLLEGE.

Plan sponsor

Name

TRUSTEES OF BOSTON COLLEGE

EIN

04-2103545all filings

Address

BENEFITS OFFICE · 140 COMMONWEALTH AVENUE · CHESTNUT HILL, MA · 02467

Phone

(617) 552-3329

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INV. INST. OP. CO., INC.	04-2647786	—	RECORDKEEPER	$96K	—

Investments

25 direct securities· $589.8M(98% of reported assets)

Mutual Funds

$493.7M

22 holdings

Common Collective Trusts

$96.1M

3 holdings

					% of plan
Fidelity Growth Company Pool A Mutual Fund (Omitted for	Mutual Funds	—	—	$91.5M	15.3%
Fidelity 500 Index Mutual Fund Participant -	Common Collective Trusts	—	—	$77.4M	12.9%
Fidelity Contrafund Pool CL A Mutual Fund Funds)	Mutual Funds	—	—	$63.5M	10.6%
Fidelity Freedom Index 2030 IPR Mutual Fund Directed	Mutual Funds	—	—	$50.7M	8.5%
Fidelity Extended Market Index Mutual Fund	Mutual Funds	—	—	$41.9M	7.0%
Fidelity Freedom Index 2035 IPR Mutual Fund	Mutual Funds	—	—	$35.6M	5.9%
Fidelity Freedom Index 2040 IPR Mutual Fund	Mutual Funds	—	—	$33.5M	5.6%
Fidelity Freedom Index 2025 IPR Mutual Fund	Mutual Funds	—	—	$30.0M	5.0%
Fidelity Freedom Index 2045 IPR Mutual Fund	Mutual Funds	—	—	$20.0M	3.3%
Fidelity Freedom Index 2020 IPR Mutual Fund	Mutual Funds	—	—	$19.8M	3.3%
Fidelity Retirement Government Money Market Money Market Fund	Mutual Funds	—	—	$19.8M	3.3%
Fidelity Freedom Index 2050 IPR Mutual Fund	Mutual Funds	—	—	$19.2M	3.2%
Fidelity Diversified International K6 Mutual Fund	Mutual Funds	—	—	$13.9M	2.3%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$10.9M	1.8%
Vanguard Total International Stock Index Fund Mutual Fund	Common Collective Trusts	—	—	$10.0M	1.7%
Fidelity Small Cap Value Mutual Fund	Mutual Funds	—	—	$9.3M	1.6%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$8.7M	1.4%
MFS Value R6 Mutual Fund	Mutual Funds	—	—	$7.8M	1.3%
PIMCO Total Return Institutional Class Mutual Fund	Mutual Funds	—	—	$6.1M	1.0%
Fidelity Freedom Index 2015 IPR Mutual Fund	Mutual Funds	—	—	$5.1M	0.8%
Fidelity Freedom Index 2010 IPR Mutual Fund	Mutual Funds	—	—	$4.1M	0.7%
Vanguard Inflation-Protected Securities Fund Mutual Fund	Mutual Funds	—	—	$3.5M	0.6%
Fidelity Freedom Index 2060 IPR Mutual Fund	Mutual Funds	—	—	$3.4M	0.6%
Fidelity Freedom Index 2065 IPR Mutual Fund	Mutual Funds	—	—	$2.4M	0.4%
Fidelity Freedom Index Income IPR Mutual Fund	Mutual Funds	—	—	$1.8M	0.3%