Original filing (PDF)20251015110742NAL0002297907001

HOME FOR AGED WOMEN, INC. D/B/A GODDARD HOUSE

Name: HOME FOR AGED WOMEN, INC. D/B/A GODDARD HOUSE — GODDARD HOUSE RETIREMENT PLAN, Form 5500 (2024)
Creator: HOME FOR AGED WOMEN, INC. D/B/A GODDARD HOUSE

Form 5500

FILING_RECEIVED

GODDARD HOUSE RETIREMENT PLAN

403(b) retirement plan

Signals · 1

Late participant contributions

Active participants

131

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 25K (12% of contributions).
Total administrative cost in the bottom quartile of peers (23rd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOME FOR AGED WOMEN, INC. D/B/A GODDARD HOUSE.

Plan sponsor

Name

HOME FOR AGED WOMEN, INC. D/B/A GODDARD HOUSE

EIN

04-2104314

Address

165 CHESTNUT STREET · BROOKLINE, MA · 02445

Phone

(617) 731-8500

Industry

Health Care & Social Assistancesee 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

2025-10-15

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	NONE	$880	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ CPAS P.C.	43-1947695	—	NONE	$10K	—

Investments

35 direct securities· $1.7M(99% of reported assets)

Other securities

$1.6M

33 holdings

Cash / Money Market

$28K

1 holding

Common Stock

$27K

1 holding

					% of plan
American Funds 2035 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$313K	18.7%
American Funds 2030 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$189K	11.3%
American Funds 2025 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$151K	9.0%
American Funds 2020 Trgt Date Retire Mutual Fund	Other securities	—	—	$144K	8.6%
Fidelity Contrafund Mutual Fund	Other securities	—	—	$143K	8.5%
American Funds 2045 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$104K	6.2%
American Funds 2060 Trgt Date Retire Mutual Fund	Other securities	—	—	$75K	4.5%
Fidelity 500 Index Mutual Fund	Other securities	—	—	$51K	3.1%
Fidelity Asset Mgr 50% Mutual Fund	Other securities	—	—	$45K	2.7%
Fidelity Freedom 2030 K Mutual Fund	Other securities	—	—	$35K	2.1%
Fidelity Freedom 2045 K Mutual Fund	Other securities	—	—	$33K	2.0%
American Funds 2055 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$33K	2.0%
Fidelity Sel Semiconduct Mutual Fund	Other securities	—	—	$33K	2.0%
Fidelity Freedom 2035 K Mutual Fund	Other securities	—	—	$30K	1.8%
American Funds 2050 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$29K	1.7%
Fidelity Gov Cash Reserve Mutual Fund	Cash / Money Market	—	—	$28K	1.7%
Fidelity Freedom Inc K Mutual Fund	Common Stock	—	—	$27K	1.6%
Fidelity Sel Technology Mutual Fund	Other securities	—	—	$20K	1.2%
Fidelity Government Market Premium Class Mutual Fund	Other securities	—	—	$20K	1.2%
Vanguard FTSE Social Index Admiral Mutual Fund	Other securities	—	—	$18K	1.1%
Fidelity Blue Chip Gr Mutual Fund	Other securities	—	—	$17K	1.0%
Fidelity International Index Mutual Fund	Other securities	—	—	$17K	1.0%
DFA US Large Cap Equity Institutional Mutual Fund	Other securities	—	—	$17K	1.0%
Fidelity Govt Mmkt Mutual Fund	Other securities	—	—	$14K	0.8%
Fidelity Europe Mutual Fund	Other securities	—	—	$13K	0.8%
American Funds 2040 Trgt Date Retire R6 Mutual Fund	Other securities	—	—	$13K	0.8%
Fidelity Freedom 2055 K Mutual Fund	Other securities	—	—	$11K	0.7%
Fidelity Sel Biotech Mutual Fund	Other securities	—	—	$11K	0.6%
Fidelity Asset Mgr 70% Mutual Fund	Other securities	—	—	$6K	0.4%
Fidelity Small Cap Index Mutual Fund	Other securities	—	—	$6K	0.4%
Fidelity Otc Portfolio Mutual Fund	Other securities	—	—	$6K	0.4%
Fidelity Freedom 2020 K Mutual Fund	Other securities	—	—	$6K	0.4%
DFA Large Cap International I Mutual Fund	Other securities	—	—	$3K	0.2%
American Funds 2065 Trgt Date Retire Mutual Fund	Other securities	—	—	$2K	0.1%
Fidelity Capital & Income Mutual Fund	Other securities	—	—	$2K	<0.1%