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Original filing (PDF)20250924141949NAL0006846481001
ACTION FOR BOSTON COMMUNITY DEVELOPMENT
Form 5500
FILING_RECEIVED
ACTION FOR BOSTON COMMUNITY DEVELOPMENT TAX-SHELTERED ANNUITY PLAN
403(b) retirement plan
Signals · 2
48% in single holdingNo recordkeeper disclosed
Active participants
918
Accounts w/ balance
1,246
Plan assets (EOY)
$43.5M
Net assets (EOY)
$43.5M
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)
88
/ 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
76
Total plan cost
80
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 48% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 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
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
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $110K | — |
| ROPES & GRAY LLP | 04-2233412 | — | NONE | $24K | — |
| SAGEVIEW ADVISORY GROUP LLC | 33-0318667 | — | NONE | $14K | — |
| KBC HOLDINGS LLC DBA KANON BLOCH CA | — | NORWELL, MA | NONE | $5K | — |
Investments
27 direct securities· $43.5M(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 | — | — | — | $21.1M | 48.5% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $2.0M | 4.5% | |
| American Funds 2035 Target Date Retire R6 Mutual fund | — | — | — | $1.8M | 4.1% | |
| American Funds 2025 Target Date Retire R6 Mutual fund | — | — | — | $1.8M | 4.1% | |
| American Funds Fundamental Investors R6 Mutual fund | — | — | — | $1.7M | 3.8% | |
| American Funds 2030 Target Date Retire R6 Mutual fund | — | — | — | $1.5M | 3.5% | |
| American Funds 2040 Target Date Retire R6 Mutual fund | — | — | — | $1.5M | 3.5% | |
| American Funds 2045 Target Date Retire R6 Mutual fund | — | — | — | $1.4M | 3.2% | |
| Jensen Quality Growth 1 Mutual fund | — | — | — | $1.1M | 2.5% | |
| Vanguard Mid Cap Index Admiral Mutual fund | — | — | — | $1.1M | 2.5% | |
| American Funds 2050 Target Date Retire R6 Mutual fund | — | — | — | $1.1M | 2.4% | |
| PIMCO Total Return Instl Mutual fund | — | — | — | $979K | 2.2% | |
| American Funds 2055 Target Date Retire R6 Mutual fund | — | — | — | $886K | 2.0% | |
| through October 2030 - | — | — | — | $776K | 1.8% | |
| Vanguard Small Cap Index Admiral Mutual fund | — | — | — | $674K | 1.5% | |
| Dodge & Cox International Stock X Mutual fund | — | — | — | $668K | 1.5% | |
| American Funds 2060 Target Date Retire R6 Mutual fund | — | — | — | $619K | 1.4% | |
| American Funds 2020 Target Date Retire R6 Mutual fund | — | — | — | $568K | 1.3% | |
| Parnassus Core Equity - Institutional Mutual fund | — | — | — | $530K | 1.2% | |
| American Funds Europacific GR R6 Mutual fund | — | — | — | $479K | 1.1% | |
| Westwood Income Opportunity Instl Mutual fund | — | — | — | $398K | 0.9% | |
| Goldman Sachs Mid Cap Value Instl Mutual fund | — | — | — | $356K | 0.8% | |
| American Funds American Balanced R6 Mutual fund | — | — | — | $299K | 0.7% | |
| DFA Emerging Markets Core Equity I Mutual fund | — | — | — | $240K | 0.6% | |
| Vanguard Treasury Money Market Inv Mutual fund | — | — | — | $98K | 0.2% | |
| American Funds 2065 Target Date Retire R6 Mutual fund | — | — | — | $16K | <0.1% | |
| American Funds 2070 Target Date Retire R6 Mutual fund | — | — | — | $3K | <0.1% |