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Original filing (PDF)20250924142412NAL0006849137001
ACTION FOR BOSTON COMMUNITY DEVELOPMENT
Form 5500
FILING_RECEIVED
ACTION FOR BOSTON COMMUNITY DEVELOPMENT PENSION PLAN
Defined-contribution retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
775
Accounts w/ balance
1,136
Plan assets (EOY)
$58.2M
Net assets (EOY)
$58.2M
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)
86
/ 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
84
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value Lincoln Stable Value Account Group annuity contract" is 32% of plan.
- 33 bps in Schedule C fees — 104% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACTION FOR BOSTON COMMUNITY DEVELOPMENT.
Plan sponsor
Name
ACTION FOR BOSTON COMMUNITY DEVELOPMENT
EIN
04-2304133
Address
178 TREMONT ST. · BOSTON, MA · 02111
Phone
(617) 348-6429
Industry
Health Care & Social Assistancesee 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
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $122K | — |
| ROPES & GRAY LLP | 04-2233412 | — | NONE | $54K | — |
| SAGEVIEW ADVISORY GROUP LLC | 33-0318667 | — | NONE | $9K | — |
| KBC HOLDINGS LLC DBA KANON BLOCH CA | — | LLOYD HARBOR, NY | NONE | $5K | — |
Investments
27 direct securities· $58.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value Lincoln Stable Value Account Group annuity contract | — | — | — | $18.6M | 31.9% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $5.9M | 10.1% | |
| Jensen Quality Growth 1 Mutual fund | — | — | — | $4.6M | 7.9% | |
| American Funds American Balanced R6 Mutual fund | — | — | — | $3.2M | 5.6% | |
| American Funds 2025 Target Date Retire R6 Mutual fund | — | — | — | $3.0M | 5.2% | |
| American Funds 2035 Target Date Retire R6 Mutual fund | — | — | — | $2.5M | 4.2% | |
| American Funds Fundamental Investors R6 Mutual fund | — | — | — | $2.4M | 4.1% | |
| American Funds 2045 Target Date Retire R6 Mutual fund | — | — | — | $2.1M | 3.5% | |
| American Funds 2030 Target Date Retire R6 Mutual fund | — | — | — | $1.9M | 3.3% | |
| American Funds 2020 Target Date Retire R6 Mutual fund | — | — | — | $1.7M | 2.9% | |
| American Funds 2055 Target Date Retire R6 Mutual fund | — | — | — | $1.7M | 2.9% | |
| American Funds 2040 Target Date Retire R6 Mutual fund | — | — | — | $1.6M | 2.8% | |
| Dodge & Cox International Stock X Mutual fund | — | — | — | $1.2M | 2.1% | |
| American Funds 2050 Target Date Retire R6 Mutual fund | — | — | — | $1.2M | 2.1% | |
| Goldman Sachs Mid Cap Value Instl Mutual fund | — | — | — | $1.2M | 2.0% | |
| Vanguard Mid Cap Index Admiral Mutual fund | — | — | — | $1.1M | 1.9% | |
| Vanguard Small Cap Index Admiral Mutual fund | — | — | — | $844K | 1.5% | |
| PIMCO Total Return Instl Mutual fund | — | — | — | $738K | 1.3% | |
| American Funds 2060 Target Date Retire R6 Mutual fund | — | — | — | $700K | 1.2% | |
| Parnassus Core Equity - Inst Mutual fund | — | — | — | $623K | 1.1% | |
| American Funds Europacific GR R6 Mutual fund | — | — | — | $563K | 1.0% | |
| DFA Emerging Markets Core Equity I Mutual fund | — | — | — | $237K | 0.4% | |
| Westwood Income Opportunity Instl Mutual fund | — | — | — | $220K | 0.4% | |
| American Funds 2065 Target Date Retire R6 Mutual fund | — | — | — | $190K | 0.3% | |
| Vanguard Treasury Money Market Inv Mutual fund | — | — | — | $170K | 0.3% | |
| American Funds 2070 Target Date Retire R6 Mutual fund | — | — | — | $4K | <0.1% | |
| through June 2029 - | — | — | — | $1K | <0.1% |