Original filing (PDF)20250723095558NAL0008209906001

New England Law Boston

Name: New England Law Boston — New England Law Boston, Form 5500 (2024)
Creator: New England Law Boston
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

New England Law Boston Defined Contribution Retirement Plan

403(b) retirement plan · New England Law Boston's New England Law Boston Defined Contribution Retirement Plan held $87.0M in plan assets for 85 participants in 2024, with TIAA as recordkeeper.

Signals · 2

28% in single holdingHigh average account balance

Active participants

Accounts w/ balance

292

Plan assets (EOY)

$87.0M

Net assets (EOY)

$87.0M

How this plan invests

This plan

1 pooled trust

Schedule D

41 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

Helping the score

High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

NEW ENGLAND LAW BOSTON

EIN

04-2152671all filings

Address

154 STUART ST · BOSTON, MA · 02116

Phone

(617) 451-0010

Industry

Educational Services

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

2025-07-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

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
TIAA	13-1624203	—	NONE	$11K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL CAPITAL PARTNERS, LLC	47-1411118	—	NONE	$22K	—

Investments

41 direct securities · 1 pooled fund· $87.0M(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.

Mutual Funds

$73.8M

28 holdings

Common Collective Trusts

$10.2M

4 holdings

Pooled Separate Account

$2.1M

1 holding

Other securities

$521K

5 holdings

Stable Value

$129K

1 holding

Common Stocks

$113K

1 holding

Bonds / Notes

$57K

2 holdings

					% of plan
TIAA Traditional Annuity - Non Benefit Responsive Fixed Rate Annuity	Mutual Funds	—	—	$24.1M	27.7%
CREF Stock R2 Variable Rate Annuities	Mutual Funds	—	—	$17.9M	20.6%
CREF Global Equities R2 Variable Rate Annuities	Mutual Funds	—	—	$8.0M	9.2%
Vanguard 500 Idx Adm Mutual Fund	Common Collective Trusts	—	—	$5.1M	5.9%
CREF Growth R2 Variable Rate Annuities	Mutual Funds	—	—	$4.9M	5.6%
CREF Equity Index R2 Variable Rate Annuities	Common Collective Trusts	—	—	$4.5M	5.2%
CREF Social Choice R2 Variable Rate Annuities	Mutual Funds	—	—	$3.3M	3.8%
CREF Growth R4 Variable Rate Annuities	Mutual Funds	—	—	$2.4M	2.8%
CREF Stock R4 Variable Rate Annuities	Mutual Funds	—	—	$2.3M	2.6%
TIAA Traditional Annuity 2 - Non Benefit Responsive Fixed Rate Annuity	Mutual Funds	—	—	$2.3M	2.6%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$2.1M	2.4%
TIAA Traditional Annuity - Fully Benefit Responsive Fixed Rate Annuity	Mutual Funds	—	—	$1.9M	2.2%
CREF Core Bond R2 Variable Rate Annuities	Mutual Funds	—	—	$1.9M	2.2%
CREF Inflation - Linked Bond R2 Variable Rate Annuities	Mutual Funds	—	—	$913K	1.0%
CREF Social Choice R4 Variable Rate Annuities	Mutual Funds	—	—	$833K	1.0%
CREF Core Bond R4 Variable Rate Annuities	Mutual Funds	—	—	$589K	0.7%
CREF Money Market R2 Variable Rate Annuities	Mutual Funds	—	—	$571K	0.7%
Nuveen Money Market R6 Mutual Fund	Mutual Funds	—	—	$494K	0.6%
iShares MSCI EAFE Intl Idx K Mutual Fund	Common Collective Trusts	—	—	$437K	0.5%
DFA Inflation ProtSecPortInst Mutual Fund	Mutual Funds	—	—	$281K	0.3%
Nuveen Lifecycle 2030 R6 Mutual Fund	Mutual Funds	—	—	$270K	0.3%
Columbia Small Cp Indx Instl 2 Mutual Fund	Other securities	—	—	$219K	0.3%
Victory Sycamore Estab Val R6 Mutual Fund	Other securities	—	—	$169K	0.2%
Vanguard Mid-Cap Idx Adm Mutual Fund	Common Collective Trusts	—	—	$152K	0.2%
Nuveen Lifecycle 2040 R6 Mutual Fund	Mutual Funds	—	—	$136K	0.2%
TIAA Stable Value Fixed Rate Annuity	Stable Value	—	—	$129K	0.1%
Nuveen Lifecycle 2025 R6 Mutual Fund	Mutual Funds	—	—	$123K	0.1%
Eaton Vance Inc Fund Boston R6 Mutual Fund	Common Stocks	—	—	$113K	0.1%
Nuveen Lifecycle 2045 R6 Mutual Fund	Mutual Funds	—	—	$107K	0.1%
American EuroPac Growth R6 Mutual Fund	Other securities	—	—	$106K	0.1%
Nuveen Lifecycle 2060 R6 Mutual Fund	Mutual Funds	—	—	$105K	0.1%
Nuveen Lifecycle 2035 R6 Mutual Fund	Mutual Funds	—	—	$95K	0.1%
MFS Mid Cap Growth Fund R6 Mutual Fund	Mutual Funds	—	—	$83K	<0.1%
Nuveen Lifecycle 2055 R6 Mutual Fund	Mutual Funds	—	—	$67K	<0.1%
Nuveen Lifecycle 2050 R6 Mutual Fund	Mutual Funds	—	—	$52K	<0.1%
Participant Loans (9.50%) 0	Bonds / Notes	—	—	$43K	<0.1%
Allspring Spec SmallCap Val R6 Mutual Fund	Other securities	—	—	$24K	<0.1%
Nuveen Lifecycle 2020 R6 Mutual Fund	Mutual Funds	—	—	$14K	<0.1%
Plan Loan Default Fund Fixed Rate Annuity	Bonds / Notes	—	—	$13K	<0.1%
Vanguard Equity Income Adm Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
Nuveen Lifecycle 2015 R6 Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
American Century Sm Cap Grw R6 Mutual Fund	Other securities	—	—	$2K	<0.1%