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

Action for Boston Community Development's plan reported $43.5M in assets and 918 participants for 2024.

Original filing (PDF)20250924141949NAL0006846481001

Action for Boston Community Development

Name: Action for Boston Community Development — Form 5500 Plan 002 (2024)
Creator: Action for Boston Community Development
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Action for Boston Community Development Tax-Sheltered Annuity Plan

403(b) retirement plan · Action for Boston Community Development's Action for Boston Community Development Tax-Sheltered Annuity Plan held $43.5M in plan assets for 918 participants in 2024, with Empower as recordkeeper.

Active participants

918

Accounts w/ balance

1,246

Plan assets (EOY)

$43.5M

Net assets (EOY)

$43.5M

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 002

Plan year 2024

ACK ID 20250924141949NAL0006846481001

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 ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, 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

Bottom-decile employer contributions per participant (3rd 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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

AAFCPAS, INC.

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	84-0467907	—	NONE	$110K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROPES & GRAY LLP	04-2233412	—	NONE	$24K	—
SAGEVIEW ADVISORY GROUP LLC

Investments

26 direct securities· $22.4M(52% of reported assets)

Mutual Funds

$17.3M

20 holdings

Other securities

$3.1M

5 holdings

Common Collective Trusts

$2.0M

1 holding

					% of plan
Vanguard 500 Index Admiral Mutual fund	Common Collective Trusts	—	—	$2.0M	4.5%
American Funds 2035 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$1.8M	4.1%
American Funds 2025 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$1.8M	4.1%
American Funds Fundamental Investors R6 Mutual fund	Mutual Funds	—	—	$1.7M	3.8%
American Funds 2030 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$1.5M	3.5%
American Funds 2040 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$1.5M	3.5%
American Funds 2045 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$1.4M	3.2%
Jensen Quality Growth 1 Mutual fund	Other securities	—	—	$1.1M	2.5%
Vanguard Mid Cap Index Admiral Mutual fund	Mutual Funds	—	—	$1.1M	2.5%
American Funds 2050 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$1.1M	2.4%
PIMCO Total Return Instl Mutual fund	Mutual Funds	—	—	$979K	2.2%
American Funds 2055 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$886K	2.0%
through October 2030 -	Other securities	—	—	$776K	1.8%
Vanguard Small Cap Index Admiral Mutual fund	Mutual Funds	—	—	$674K	1.5%
Dodge & Cox International Stock X Mutual fund	Mutual Funds	—	—	$668K	1.5%
American Funds 2060 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$619K	1.4%
American Funds 2020 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$568K	1.3%
Parnassus Core Equity - Institutional Mutual fund	Other securities	—	—	$530K	1.2%
American Funds Europacific GR R6 Mutual fund	Mutual Funds	—	—	$479K	1.1%
Westwood Income Opportunity Instl Mutual fund	Other securities	—	—	$398K	0.9%
Goldman Sachs Mid Cap Value Instl Mutual fund	Other securities	—	—	$356K	0.8%
American Funds American Balanced R6 Mutual fund	Mutual Funds	—	—	$299K	0.7%
DFA Emerging Markets Core Equity I Mutual fund	Mutual Funds	—	—	$240K	0.6%
Vanguard Treasury Money Market Inv Mutual fund	Mutual Funds	—	—	$98K	0.2%
American Funds 2065 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$16K	<0.1%
American Funds 2070 Target Date Retire R6 Mutual fund	Mutual Funds	—	—	$3K	<0.1%