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Original filing (PDF)20260121122549NAL0004349251001
MCPHS UNIVERSITY
Form 5500
FILING_RECEIVED
MCPHS UNIVERSITY PENSION PLAN
Defined-contribution retirement plan
Active participants
720
Accounts w/ balance
1,112
Plan assets (EOY)
$150.2M
Net assets (EOY)
$150.2M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCPHS UNIVERSITY.
Plan sponsor
Name
MCPHS UNIVERSITY
EIN
04-2104700
Address
179 LONGWOOD AVENUE · BOSTON, MA · 02115
Phone
(617) 732-2800
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-21
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OPER COMPANY INC. | 04-2647786 | — | RECORDKEEPER | $66K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC | 04-2530412 | — | SERVICE PROVIDER | $5K | — |
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | SERVICE PROVIDER | $0 | — |
Investments
38 direct securities · 1 pooled fund· $150.2M(100% 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
$149.9M
38 holdings
Pooled Separate Account
$357K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 K Registered investment companies n/a | — | — | — | $16.8M | 11.2% | |
| Fidelity Freedom 2045 K Registered investment companies n/a | — | — | — | $15.4M | 10.2% | |
| Fidelity Freedom 2040 K Registered investment companies n/a | — | — | — | $15.3M | 10.2% | |
| Fidelity 500 Index Registered investment companies n/a | — | — | — | $11.6M | 7.7% | |
| Fidelity Freedom 2030 K Registered investment companies n/a | — | — | — | $10.8M | 7.2% | |
| Fidelity Contrafund K Registered investment companies n/a | — | — | — | $9.5M | 6.3% | |
| Fidelity Freedom 2025 K Registered investment companies n/a | — | — | — | $9.4M | 6.2% | |
| TIAA Traditional Annuity Contract Non benefit-responsive - fixed rate annuity n/a | — | — | — | $8.3M | 5.5% | |
| Fidelity Freedom 2050 K Registered investment companies n/a | — | — | — | $8.1M | 5.4% | |
| CREF Stock Account R2 Variable rate annuities n/a | — | — | — | $5.6M | 3.7% | |
| Fidelity Freedom 2020 K Registered investment companies n/a | — | — | — | $5.3M | 3.6% | |
| Fidelity Freedom 2055 K Registered investment companies n/a | — | — | — | $4.1M | 2.7% | |
| CREF Growth Account R2 Variable rate annuities n/a | — | — | — | $3.9M | 2.6% | |
| NYL Guaranteed Interest Account Guaranteed investment contract n/a | — | — | — | $3.4M | 2.2% | |
| Fidelity Freedom 2015 K Registered investment companies n/a | — | — | — | $2.4M | 1.6% | |
| CREF Global Equities Account R2 Variable rate annuities n/a | — | — | — | $2.0M | 1.3% | |
| CREF Equity Index Account R2 Variable rate annuities n/a | — | — | — | $1.9M | 1.3% | |
| Fidelity Ext Mkt Index Registered investment companies n/a | — | — | — | $1.9M | 1.3% | |
| Vanguard Total International Stock Registered investment companies n/a | — | — | — | $1.7M | 1.1% | |
| Fidelity Us Bond Idx Registered investment companies n/a | — | — | — | $1.5M | 1.0% | |
| Eaton Vance Atl Cap SMID-Cap R6 Registered investment companies n/a | — | — | — | $1.4M | 1.0% | |
| CREF Money Market Account R2 Variable rate annuities n/a | — | — | — | $1.3M | 0.9% | |
| CREF Social Choice Account R2 Variable rate annuities n/a | — | — | — | $1.3M | 0.8% | |
| T. Rowe Price Equity Income Registered investment companies n/a | — | — | — | $989K | 0.7% | |
| Vanguard Explorer VL INV Registered investment companies n/a | — | — | — | $866K | 0.6% | |
| Vanguard Inflation Protected Admiral Registered investment companies n/a | — | — | — | $737K | 0.5% | |
| Fidelity Freedom 2060 K Registered investment companies n/a | — | — | — | $731K | 0.5% | |
| Dodge & Cox Income X Registered investment companies n/a | — | — | — | $595K | 0.4% | |
| Fidelity Institutional Money Market Treasury CL Registered investment companies n/a | — | — | — | $500K | 0.3% | |
| Fidelity Freedom INC K Registered investment companies n/a | — | — | — | $484K | 0.3% | |
| Invesco Oppenheimer Developing Markets Fund R6 Registered investment companies n/a | — | — | — | $434K | 0.3% | |
| CREF Core Bond R2 Variable rate annuities n/a | — | — | — | $413K | 0.3% | |
| TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $357K | 0.2% | |
| American Funds Europacific Growth R6 Registered investment companies n/a | — | — | — | $316K | 0.2% | |
| Fidelity Freedom 2010 K Registered investment companies n/a | — | — | — | $305K | 0.2% | |
| CREF Inflation-Linked Bond R2 Variable rate annuities n/a | — | — | — | $280K | 0.2% | |
| Fidelity Freedom 2065 K Registered investment companies n/a | — | — | — | $178K | 0.1% | |
| BWG Global Opportunities Bond Fund IS Registered investment companies n/a | — | — | — | $137K | <0.1% | |
| Fidelity Freedom 2070 K Registered investment companies n/a | — | — | — | $54K | <0.1% |
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