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Original filing (PDF)20251014171143NAL0004606560001
NEW ENGLAND DEACONESS ASSOCIATION
Form 5500
FILING_RECEIVED
NEDA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
687
Accounts w/ balance
674
Plan assets (EOY)
$20.7M
Net assets (EOY)
$20.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 67% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW ENGLAND DEACONESS ASSOCIATION.
Plan sponsor
Name
NEW ENGLAND DEACONESS ASSOCIATION
DBA
DEACONESS ABUNDANT LIFE COMMUNITIES
EIN
04-2104763
Address
80 DEACONESS ROAD · CONCORD, MA · 01742
Phone
(978) 369-5151
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $90K | — |
| MAYFLOWER FINANCIAL ADVISORS, LLC. | 84-4826355 | — | NONE | $10K | — |
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $0 | — |
Investments
28 direct securities · 1 pooled fund· $20.1M(97% 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
$17.7M
27 holdings
Mutual Funds
$2.4M
1 holding
Common Collective Trust
$47K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments FIDELITY 500 INDEX FD N/R | Mutual Funds | — | — | $2.4M | 11.4% | |
| John Hancock Investment JOHN HANCOCK MULTIMGR 2030 N/R | — | — | — | $1.9M | 9.2% | |
| FUND BE Group Annuity Contract * Group Annuity Contract Standard Insurance Company N/R | — | — | — | $1.8M | 8.9% | |
| Management LIFE R6 John Hancock Investment JOHN HANCOCK MULTIMGR 2040 N/R | — | — | — | $1.7M | 8.0% | |
| Management LIFE R6 John Hancock Investment JOHN HANCOCK MULTIMGR 2025 N/R | — | — | — | $1.5M | 7.2% | |
| Management LIFE R6 John Hancock Investment JOHN HANCOCK MULTIMGR 2050 N/R | — | — | — | $1.3M | 6.4% | |
| Management LIFE R6 John Hancock Investment JOHN HANCOCK MULTIMGR 2035 N/R | — | — | — | $1.3M | 6.3% | |
| Management LIFE R6 AllianceBernstein AB LARGE CAP GROWTH Z N/R | — | — | — | $1.3M | 6.2% | |
| John Hancock Investment JOHN HANCOCK MULTIMGR 2020 N/R | — | — | — | $1.2M | 5.8% | |
| Management LIFE R6 John Hancock Investment JOHN HANCOCK MULTIMGR 2045 N/R | — | — | — | $1.0M | 5.1% | |
| Management LIFE R6 John Hancock Investment JHANCOCK MULTIMGR 2055 N/R | — | — | — | $962K | 4.7% | |
| Fidelity Investments FIDELITY ADV TOTAL BOND FUND N/R | — | — | — | $575K | 2.8% | |
| Management LIFETIME R6 MFS Investment Management MFS INTL DIVERSIFICATION CL N/R | — | — | — | $415K | 2.0% | |
| R6 Columbia Threadneedle COLUMBIA DIVIDEND INCOME N/R | — | — | — | $398K | 1.9% | |
| Investments US INST 3 John Hancock Investment JOHN HANCOCK MULTIMGR 2015 N/R | — | — | — | $338K | 1.6% | |
| Stable Asset Fund A * Participant Loans Interest rates: 3.25% - 8.50% $0 | — | — | — | $328K | 1.6% | |
| CL Z JP Morgan UNDISCOVERED MGRS N/R | — | — | — | $239K | 1.2% | |
| Management LIFE R6 Fidelity Investments FIDELITY MID CAP INDEX N/R | — | — | — | $230K | 1.1% | |
| BEHAVIROL VAL R6 John Hancock Investment JHANCOCK MULTIMGR 2060 N/R | — | — | — | $227K | 1.1% | |
| Virtus Investment Partners VIRTUS KAR SMALL CAP GWTH N/R | — | — | — | $201K | 1.0% | |
| FD R6 Janus Henderson Investors JANUS HENDERSON BALANCED N/R | — | — | — | $156K | 0.8% | |
| FD CL N MFS Investment Management MFS MID CAP VALUE FD CL R6 N/R | — | — | — | $147K | 0.7% | |
| Management LIFETIME R6 Fidelity Investments FIDELITY SMALL CAP INDEX N/R | — | — | — | $144K | 0.7% | |
| PIMCO Income Institutional PIMCO INCM FD INST CL N/R | — | — | — | $143K | 0.7% | |
| JP Morgan JP MORGAN MID CAP GROWTH N/R | — | — | — | $103K | 0.5% | |
| COHEN & STEERS COLLECT INVEST TRUST SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $47K | 0.2% | |
| Fidelity Investments FIDELITY US BOND INDEX FD N/R | — | — | — | $16K | <0.1% | |
| John Hancock Investment JOHN HANCOCK MULTIMGR 2010 N/R | — | — | — | $8K | <0.1% | |
| Management LIFE R6 Fidelity Investments FIDELITY INTL INDEX FD N/R | — | — | — | $7K | <0.1% |
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