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Original filing (PDF)20251014084830NAL0005112290001
BOWDITCH & DEWEY, LLP
Form 5500
FILING_RECEIVED
BOWDITCH & DEWEY PROFIT SHARING PLAN
401(k) retirement plan
Active participants
118
Accounts w/ balance
189
Plan assets (EOY)
$70.2M
Net assets (EOY)
$70.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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 (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOWDITCH & DEWEY, LLP.
Plan sponsor
Name
BOWDITCH & DEWEY, LLP
EIN
04-2297674
Address
P.O.BOX 15156 · WORCESTER, MA · 01615
Phone
(508) 926-3310
Industry
Law Offices· Professional & Technical Servicessee all
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BOLLUS LYNCH LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIMEO SCHNEIDER & ASSOCIATES, LLC | 36-4001764 | — | INVESTMENT ADVISOR | $55K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOLLUS LYNCH | 04-3037870 | — | ACCOUNTANT/AUDITOR | $20K | — |
Investments
33 direct securities · 1 pooled fund· $70.2M(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
$69.8M
33 holdings
Common Collective Trust
$377K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NY Life NYLI W Lrg Cp Gr I | — | — | — | $17.0M | 24.2% | |
| JPMorgan Jpm Growth Advtg R6 | — | — | — | $7.9M | 11.2% | |
| Fidelity Fid 500 Index | — | — | — | $7.6M | 10.8% | |
| T. Rowe Price Trp Retirement 2045 | — | — | — | $3.2M | 4.5% | |
| John Hancock Jh Dscpl Val Mdcp R6 | — | — | — | $3.0M | 4.2% | |
| Fidelity Fa Strat Income I | — | — | — | $2.7M | 3.8% | |
| Fidelity Fid Govt Mmkt | — | — | — | $2.6M | 3.6% | |
| T. Rowe Price Trp Retirement 2035 | — | — | — | $2.3M | 3.2% | |
| T. Rowe Price Trp Retirement 2040 | — | — | — | $2.2M | 3.2% | |
| Pioneer Bond K | — | — | — | $2.1M | 2.9% | |
| T. Rowe Price Trp Retirement 2030 | — | — | — | $2.0M | 2.9% | |
| JPMorgan Jpm Equity Income R6 | — | — | — | $2.0M | 2.9% | |
| T. Rowe Price Trp Us Lg Cp Core | — | — | — | $1.9M | 2.8% | |
| T. Rowe Price Trp Overseas Stock I | — | — | — | $1.9M | 2.7% | |
| T. Rowe Price Trp Retirement 2050 | — | — | — | $1.7M | 2.5% | |
| T. Rowe Price Trp Retirement 2025 | — | — | — | $1.3M | 1.9% | |
| T. Rowe Price Trp Retirement 2020 | — | — | — | $1.2M | 1.7% | |
| Fidelity Fid Mid Cap Idx | — | — | — | $1.0M | 1.5% | |
| T. Rowe Price Trp Retirement 2055 | — | — | — | $905K | 1.3% | |
| T. Rowe Price Trp Retirement 2010 | — | — | — | $860K | 1.2% | |
| Fidelity Fid Sm Cap Idx | — | — | — | $717K | 1.0% | |
| T. Rowe Price Trp Retirement 2005 | — | — | — | $622K | 0.9% | |
| Columbia Col Sm Cap Val I I2 | — | — | — | $600K | 0.9% | |
| Janus Henderson J H Triton N | — | — | — | $525K | 0.7% | |
| MFS Mid Cap Grth R6 | — | — | — | $451K | 0.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $377K | 0.5% | |
| Invesco Oppenheimer Invs Develop Mkt R6 | — | — | — | $319K | 0.5% | |
| Vanguard Vang Dev Mkt Idx Adm | — | — | — | $301K | 0.4% | |
| T. Rowe Price Trp Retirement 2060 | — | — | — | $279K | 0.4% | |
| Cohen & Steers C&S Real Estate Z | — | — | — | $217K | 0.3% | |
| T. Rowe Price Trp Retirement 2065 ** 431 JPMorgan Jpm Sm Cap Equity I | — | — | — | $189K | 0.3% | |
| due through May 2029 | — | — | — | $163K | 0.2% | |
| Fidelity Fid Us Bond Idx | — | — | — | $120K | 0.2% | |
| T. Rowe Price Trp Retirement 2015 | — | — | — | $31K | <0.1% |
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