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Original filing (PDF)20250211101244NAL0033858352001

NORTHEAST ARC, INC.

Form 5500
FILING_RECEIVED
NORTHEAST ARC 403(B)PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
310
Accounts w/ balance
593
Plan assets (EOY)
$23.0M
Net assets (EOY)
$23.0M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
  • 39 bps in Schedule C fees — modestly above peer band of 29 bps.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHEAST ARC, INC..
Plan sponsor
Name
NORTHEAST ARC, INC.
EIN
04-2232416
Address
1 SOUTHSIDE ROAD · DANVERS, MA · 019233376
Phone
(978) 762-4848
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-02-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
VOYA RETIREMENT INSURANCE & ANNUITY71-0294708SERVICE PROVIDER$90K
ROCKLAND TRUST CO04-1782600SERVICE PROVIDER$0

Investments

1 pooled fund· $111K(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

InvestmentTypeCurrent value% of plan
POOLED SEPARATE ACCOUNTS
LINCOLN NATIONAL CORPORATION · EIN 35-1140070 / PN 001
Pooled Separate Account
$111K0.5%

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