· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUDBURY PINES EXTENDED CARE FACILITY, INC. — SUDBURY PINES EXTENDED CARE FACILITY 401(K) SAFE HARBOR PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250401083100NAL0007732625001
SUDBURY PINES EXTENDED CARE FACILITY, INC.
Form 5500-SF
FILING_RECEIVED
SUDBURY PINES EXTENDED CARE FACILITY 401(K) SAFE HARBOR PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
49
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUDBURY PINES EXTENDED CARE FACILITY, INC.
.
Find decision makers
Plan sponsor
Name
SUDBURY PINES EXTENDED CARE FACILITY, INC.
EIN
04-2372924
Address
642 BOSTON POST ROAD · SUDBURY, MA · 01776
Phone
(978) 443-9000
Industry
Health Care & Social Assistance
see 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
2025-04-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
SASSER ENTERPRISES, INC.
SASSER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
$4.3M · 146 participants
CENTER FOR SOCIAL CHANGE, INC.
CENTER FOR SOCIAL CHANGE, INC. SAFE HARBOR 401(K) PLAN
$4.3M · 270 participants
THE VILLAS OF HOLLY BROOK SENIOR LIVING, LLC
PHILLIPS' COMPANIES 401(K) PLAN
$4.3M · 379 participants
HARBER-LAMAN, LLC
HARBER-LAMAN MANAGEMENT COMPANY 401(K) PLAN
$4.3M · 306 participants
ZUNKER HEALTH CARE, INC.
ZUNKER HEALTH CARE, INC. 401(K) PLAN & TRUST
80
Knocking points off
64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.3M · 59 participants
TELECARE CORP.
TELECARE CORPORATION - RETIREMENT PLAN FOR LA CASA EMPLOYEES REPRESENTED BY SEIU-UHW UNITED HEALTHCARE WORKERS WEST
$4.3M · 138 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
