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Original filing (PDF)20250812103335NAL0007876689001
BOSTON CENTERLESS, LLC
Form 5500
FILING_RECEIVED
BOSTON CENTERLESS 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
124
Accounts w/ balance
139
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Fund –7,323 shares" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOSTON CENTERLESS, LLC.
Plan sponsor
Name
BOSTON CENTERLESS, LLC
EIN
04-2254495
Address
11 PRESIDENTIAL WAY · WOBURN, MA · 01801
Phone
(781) 994-5172
Industry
Manufacturingsee 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
2025-08-12
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BOIVIN & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $20K | — |
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | NONE | $16K | — |
Investments
28 direct securities · 1 pooled fund· $14.5M(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.
Uncategorized
$14.1M
28 holdings
Common Collective Trust
$400K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund –7,323 shares | — | — | $7K | $4.0M | 27.4% | |
| T. Rowe Price Retirement 2035 Fund –68,312 shares | — | — | $68K | $1.4M | 9.9% | |
| T. Rowe Price Retirement 2020 Fund –74,379 shares | — | — | $74K | $1.4M | 9.5% | |
| Vanguard Small Cap Value Index Fund –13,504 shares | — | — | $14K | $1.2M | 7.9% | |
| T. Rowe Price Retirement 2040 Fund –31,238 shares | — | — | $31K | $955K | 6.6% | |
| Vanguard Value Index Fund –13,021 shares | — | — | $13K | $860K | 5.9% | |
| Vanguard Growth Index Fund –2,942 shares | — | — | $3K | $621K | 4.3% | |
| T. Rowe Price Retirement 2030 Fund –21,802 shares | — | — | $22K | $558K | 3.8% | |
| T. Rowe Price Retirement 2055 Fund –26,006 shares | — | — | $26K | $518K | 3.6% | |
| T. Rowe Price Retirement 2045 Fund –20,437 shares | — | — | $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 | — | — | $36K | $380K | 2.6% | |
| T. Rowe Price Retirement 2025 Fund –19,830 shares | — | — | $20K | $328K | 2.3% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $304K | 2.1% | |
| Vanguard Mid Cap Index Fund –911 shares | — | — | — | $298K | 2.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $211K | 1.5% | |
| T. Rowe Price Retirement 2050 Fund –9,546 shares | — | — | $10K | $181K | 1.2% | |
| Vanguard Small Cap Index Fund –1,266 shares | — | — | $1K | $146K | 1.0% | |
| T. Rowe Price Retirement 2060 Fund –6,898 shares | — | — | $7K | $114K | 0.8% | |
| American Funds New Perspective Fund –1,049 shares | — | — | $1K | $65K | 0.4% | |
| Vanguard LifeStrategy Conservative Growth Fund – 2,860 shares | — | — | $3K | $58K | 0.4% | |
| Vanguard Balanced Index Fund –1,105 shares | — | — | $1K | $54K | 0.4% | |
| Vanguard Mid Cap Value Index Admiral Fund –567 shares | — | — | — | $48K | 0.3% | |
| Schwab Fundamental International Small Company Fund –758 shares | — | — | — | $9K | <0.1% | |
| MFS Mid Cap Growth Fund –148 shares | — | — | — | $5K | <0.1% | |
| Vanguard | — | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $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. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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