How big is Action for Boston Community Development's plan?

Action for Boston Community Development's plan reported $58.2M in assets and 775 participants for 2024.

Original filing (PDF)20250924142412NAL0006849137001

Action for Boston Community Development

Name: Action for Boston Community Development — Form 5500 Plan 001 (2024)
Creator: Action for Boston Community Development
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Action for Boston Community Development Pension Plan

Defined-contribution retirement plan · Action for Boston Community Development's Action for Boston Community Development Pension Plan held $58.2M in plan assets for 775 participants in 2024, with Empower as recordkeeper.

Active participants

775

Accounts w/ balance

1,136

Plan assets (EOY)

$58.2M

Net assets (EOY)

$58.2M

People on this filing

Shayla Nazaire signed Action for Boston Community Development's 2024 Form 5500 as plan administrator.

Shayla Nazaire — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Action for Boston Community Development's EIN is 04-2304133.

EIN 04-2304133

Plan number 001

Plan year 2024

ACK ID 20250924142412NAL0006849137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Action for Boston Community Development from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Action for Boston Community Development's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACTION FOR BOSTON COMMUNITY DEVELOPMENT.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

ACTION FOR BOSTON COMMUNITY DEVELOPMENT

EIN

all filings

Address

178 TREMONT ST. · BOSTON, MA · 02111

Phone

(617) 348-6429

Industry

Health Care & Social Assistance

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 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	—	NONE	$122K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROPES & GRAY LLP	04-2233412	—	NONE	$54K	—
SAGEVIEW ADVISORY GROUP LLC

Investments

26 direct securities· $39.6M(68% of reported assets)

Mutual Funds

$27.1M

20 holdings

Other securities

$6.6M

5 holdings

Common Collective Trusts

$5.9M

1 holding

					% of plan
Vanguard 500 Index Admiral Mutual fund	Common Collective Trusts	—	—	$5.9M	10.1%
Jensen Quality Growth 1 Mutual fund	Other securities	—	—	$4.6M	7.9%
American Funds American Balanced R6 Mutual fund	Mutual Funds	—	—	$3.2M	5.6%
American Funds 2025 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$3.0M	5.2%
American Funds 2035 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$2.5M	4.2%
American Funds Fundamental Investors R6 Mutual fund	Mutual Funds	—	—	$2.4M	4.1%
American Funds 2045 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$2.1M	3.5%
American Funds 2030 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$1.9M	3.3%
American Funds 2020 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$1.7M	2.9%
American Funds 2055 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$1.7M	2.9%
American Funds 2040 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$1.6M	2.8%
Dodge & Cox International Stock X Mutual fund	Mutual Funds	—	—	$1.2M	2.1%
American Funds 2050 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$1.2M	2.1%
Goldman Sachs Mid Cap Value Instl Mutual fund	Other securities	—	—	$1.2M	2.0%
Vanguard Mid Cap Index Admiral Mutual fund	Mutual Funds	—	—	$1.1M	1.9%
Vanguard Small Cap Index Admiral Mutual fund	Mutual Funds	—	—	$844K	1.5%
PIMCO Total Return Instl Mutual fund	Mutual Funds	—	—	$738K	1.3%
American Funds 2060 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$700K	1.2%
Parnassus Core Equity - Inst Mutual fund	Other securities	—	—	$623K	1.1%
American Funds Europacific GR R6 Mutual fund	Mutual Funds	—	—	$563K	1.0%
DFA Emerging Markets Core Equity I Mutual fund	Mutual Funds	—	—	$237K	0.4%
Westwood Income Opportunity Instl Mutual fund	Other securities	—	—	$220K	0.4%
American Funds 2065 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$190K	0.3%
Vanguard Treasury Money Market Inv Mutual fund	Mutual Funds	—	—	$170K	0.3%
American Funds 2070 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$4K	<0.1%
through June 2029 -	Other securities	—	—	$1K	<0.1%