Original filing (PDF)20250916130755NAL0001327619001

PAYETTE ASSOCIATES INC.

Name: PAYETTE ASSOCIATES INC. — PAYETTE ASSOCIATES INC. 401(K) PLAN, Form 5500 (2024)
Creator: PAYETTE ASSOCIATES INC.

Form 5500

FILING_RECEIVED

PAYETTE ASSOCIATES INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

198

Accounts w/ balance

274

Plan assets (EOY)

$48.6M

Net assets (EOY)

$48.6M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAYETTE ASSOCIATES INC..

Plan sponsor

Name

PAYETTE ASSOCIATES INC.

EIN

04-2379313

Address

290 CONGRESS STREET 5TH FLOOR · BOSTON, MA · 02210

Phone

(617) 895-1000

Industry

Professional & Technical Servicessee 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

2025-09-16

Pension benefit codes

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)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$8K	—

Investments

1 direct security · 1 pooled fund· $811K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Uncategorized

$406K

1 holding

Common Collective Trust

$406K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	GALLIARD STABLE RETURN FUND CORE	—	—	—	$406K	0.8%
	GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001

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