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Original filing (PDF)20250919083117NAL0002459888001
FRANCISCAN CHILDREN'S
Form 5500
FILING_RECEIVED
FRANCISCAN CHILDREN'S 401(K) PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
676
Plan assets (EOY)
$32.6M
Net assets (EOY)
$32.6M
How this plan invests
This plan
27 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANCISCAN CHILDREN'S.
Plan sponsor
Name
FRANCISCAN CHILDREN'S
DBA
FRANCISCAN CHILDREN'S
EIN
04-2156082
Address
30 WARREN STREET · HR DEPT · BRIGHTON, MA · 021353602
Phone
(617) 779-1122
Industry
Health Care & Social Assistancesee 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
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
27 direct securities· $32.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund | — | — | — | $4.5M | 13.7% | |
| Fidelity Spartan 500 Index Investment Fund | — | — | — | $3.5M | 10.8% | |
| Fidelity Freedom 2050 Fund | — | — | — | $3.1M | 9.4% | |
| Fidelity Freedom 2025 Fund | — | — | — | $2.7M | 8.2% | |
| Fidelity Freedom 2035 Fund | — | — | — | $2.4M | 7.3% | |
| Fidelity Freedom 2060 Fund | — | — | — | $1.8M | 5.7% | |
| Fidelity Freedom 2055 Fund | — | — | — | $1.6M | 5.0% | |
| Fidelity Equity-Income Fund | — | — | — | $1.6M | 4.9% | |
| Fidelity Low-Priced Stock Fund | — | — | — | $1.5M | 4.7% | |
| Fidelity Freedom 2045 Fund | — | — | — | $1.4M | 4.3% | |
| Fidelity Freedom 2020 Fund | — | — | — | $1.3M | 4.1% | |
| Fidelity Freedom 2040 Fund | — | — | — | $922K | 2.8% | |
| Fidelity Freedom 2030 Fund | — | — | — | $849K | 2.6% | |
| PIMCO Funds PIMCO Total Return Admin | — | — | — | $782K | 2.4% | |
| Fidelity Retirement Money Market Fund | — | — | — | $776K | 2.4% | |
| Fidelity Freedom 2015 Fund | — | — | — | $741K | 2.3% | |
| Fidelity Freedom 2065 Fund | — | — | — | $575K | 1.8% | |
| Fidelity Diversified International Fund | — | — | — | $441K | 1.4% | |
| Janus Henderson Janus Overseas S Fund | — | — | — | $438K | 1.3% | |
| Victory Funds VRS Small Cap Growth A Fund | — | — | — | $414K | 1.3% | |
| Fidelity Short-Term Bond Fund | — | — | — | $274K | 0.8% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% - | — | — | — | $221K | 0.7% | |
| Morgan Stanley MSIF Emerging Markets Portfolio Fund | — | — | — | $217K | 0.7% | |
| Fidelity Freedom 2010 Fund | — | — | — | $207K | 0.6% | |
| Fidelity Real Estate Investment Fund | — | — | — | $165K | 0.5% | |
| Fidelity Freedom Income Fund | — | — | — | $90K | 0.3% | |
| Fidelity Cash Reserves | — | — | — | $26K | <0.1% |
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