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Original filing (PDF)20251007160107NAL0002595411001
ANIMAL RESCUE LEAGUE OF BOSTON
Form 5500
FILING_RECEIVED
ANIMAL RESCUE LEAGUE OF BOSTON 403(B) PLAN
403(b) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
108
Accounts w/ balance
204
Plan assets (EOY)
$7.4M
Net assets (EOY)
$7.4M
How this plan invests
This plan
30 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Party-In- Identity of Issue, Borrower, Maturity Date, Rate of Interest, Current Interest Lessor, or Similar Party Collateral, Par, or Maturity Value Cost Value * Nuveen LifeCycle 2040 R6 Mutual Fund" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANIMAL RESCUE LEAGUE OF BOSTON.
Plan sponsor
Name
ANIMAL RESCUE LEAGUE OF BOSTON
EIN
04-2103714
Address
10 ANNA'S PLACE · DEDHAM, MA · 02026
Phone
(617) 426-9170
Industry
Other Services (ex. Public Admin)see all
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
2025-10-07
Pension benefit codes
2L · 403(b)(1) annuity
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE AND ANNUI | 13-1624203 | — | SERVICE PROVIDER | $20K | — |
Investments
30 direct securities· $7.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-In- Identity of Issue, Borrower, Maturity Date, Rate of Interest, Current Interest Lessor, or Similar Party Collateral, Par, or Maturity Value Cost Value * Nuveen LifeCycle 2040 R6 Mutual Fund | — | — | — | $2.1M | 28.3% | |
| Nuveen LifeCycle 2035 R6 Mutual Fund | — | — | — | $1.5M | 20.4% | |
| Nuveen LifeCycle 2020 R6 Mutual Fund | — | — | — | $1.3M | 17.7% | |
| Nuveen LifeCycle 2055 R6 Mutual Fund | — | — | — | $315K | 4.3% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $306K | 4.1% | |
| Nuveen LifeCycle 2050 R6 Mutual Fund | — | — | — | $251K | 3.4% | |
| Nuveen LifeCycle 2030 R6 Mutual Fund | — | — | — | $247K | 3.3% | |
| Nuveen LifeCycle 2025 R6 Mutual Fund | — | — | — | $230K | 3.1% | |
| Nuveen LifeCycle 2060 R6 Mutual Fund | — | — | — | $225K | 3.0% | |
| Vanguard Total Intl Stk Idx Adm Mutual Fund | — | — | — | $210K | 2.8% | |
| Nuveen LifeCycle 2045 R6 Mutual Fund | — | — | — | $129K | 1.7% | |
| Nuveen LifeCycle 2065 R6 Mutual Fund | — | — | — | $89K | 1.2% | |
| Vanguard Small-Cap Index Admiral Mutual Fund | — | — | — | $78K | 1.1% | |
| Vanguard Mid-Cap Index Admiral Mutual Fund | — | — | — | $77K | 1.0% | |
| Nuveen LifeCycle 2015 R6 Mutual Fund | — | — | — | $62K | 0.8% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $61K | 0.8% | |
| TIAA Traditional Benefit Responsive 2 TIAA Traditional Annuity Contract | — | — | — | $33K | 0.5% | |
| Nuveen Large Cap Resp Eq R6 Mutual Fund | — | — | — | $27K | 0.4% | |
| DFA US Sml Cap Grw Port Intsl Mutual Fund | — | — | — | $25K | 0.3% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $24K | 0.3% | |
| CREF Stock R4 Variable Annuity | — | — | — | $22K | 0.3% | |
| CREF Social Choice R4 Variable Annuity | — | — | — | $17K | 0.2% | |
| Vanguard Ttl Bd Mkt Idx Adm Mutual Fund | — | — | — | $12K | 0.2% | |
| American Cent MdCpVa Fd Cla R6 Mutual Fund | — | — | — | $11K | 0.2% | |
| Allspring Core Plus Bond R6 Mutual Fund | — | — | — | $6K | <0.1% | |
| TIAA Traditional Non-Benefit Responsive 2 TIAA Traditional Annuity Contract | — | — | — | $5K | <0.1% | |
| Vanguard Infl Protect Sec Adm Mutual Fund | — | — | — | $5K | <0.1% | |
| American Mutual Fund Class R6 Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Federal Money Mkt Inv Mutual Fund | — | — | — | $4K | <0.1% | |
| date of April 2028 - | — | — | — | $2K | <0.1% |