CARA Mottolo signed Boston Centerless, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boston Centerless, LLC's EIN is 04-2254495.
Download the official 2024 Form 5500 (PDF) for Boston Centerless, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boston Centerless, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | NONE | $16K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund –7,323 shares | Common Collective Trusts | — | $7K | $4.0M | 27.4% | |
| T. Rowe Price Retirement 2035 Fund –68,312 shares | Other securities | — | $68K | $1.4M | 9.9% | |
| T. Rowe Price Retirement 2020 Fund –74,379 shares | Other securities | — | $74K | $1.4M | 9.5% | |
| Vanguard Small Cap Value Index Fund –13,504 shares | Common Collective Trusts | — | $14K | $1.2M | 7.9% | |
| T. Rowe Price Retirement 2040 Fund –31,238 shares | Other securities | — | $31K | $955K | 6.6% | |
| Vanguard Value Index Fund –13,021 shares | Common Collective Trusts | — | $13K | $860K | 5.9% | |
| Vanguard Growth Index Fund –2,942 shares | Common Collective Trusts | — | $3K | $621K | 4.3% | |
| T. Rowe Price Retirement 2030 Fund –21,802 shares | Other securities | — | $22K | $558K | 3.8% | |
| T. Rowe Price Retirement 2055 Fund –26,006 shares | Other securities | — | $26K | $518K | 3.6% | |
| T. Rowe Price Retirement 2045 Fund –20,437 shares | Other securities | — | $20K | $455K | 3.1% | |
| PUTNAM STABLE VALUE 25BPS PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $400K | $400K | 2.8% | |
| PIMCO Income Fund Institutional–36,155 shares | Mutual Funds | — | $36K | $380K | 2.6% | |
| T. Rowe Price Retirement 2025 Fund –19,830 shares | Other securities | — | $20K | $328K | 2.3% | |
| Vanguard International Growth Adm Vanguard 0 | Mutual Funds | — | — | $304K | 2.1% | |
| Vanguard Mid Cap Index Fund –911 shares | Common Collective Trusts | — | — | $298K | 2.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $211K | 1.5% | |
| T. Rowe Price Retirement 2050 Fund –9,546 shares | Other securities | — | $10K | $181K | 1.2% | |
| Vanguard Small Cap Index Fund –1,266 shares | Common Collective Trusts | — | $1K | $146K | 1.0% | |
| T. Rowe Price Retirement 2060 Fund –6,898 shares | Other securities | — | $7K | $114K | 0.8% | |
| American Funds New Perspective Fund –1,049 shares | Mutual Funds | — | $1K | $65K | 0.4% | |
| Vanguard LifeStrategy Conservative Growth Fund – 2,860 shares | Mutual Funds | — | $3K | $58K | 0.4% | |
| Vanguard Balanced Index Fund –1,105 shares | Common Collective Trusts | — | $1K | $54K | 0.4% | |
| Vanguard Mid Cap Value Index Admiral Fund –567 shares | Mutual Funds | — | — | $48K | 0.3% | |
| Schwab Fundamental International Small Company Fund –758 shares | Mutual Funds | — | — | $9K | <0.1% | |
| MFS Mid Cap Growth Fund –148 shares | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
