· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TOOMEY ASSOCIATES, INC. — TOOMEY ASSOCIATES, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251114155639NAL0001589411001
TOOMEY ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
TOOMEY ASSOCIATES, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
11
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 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
TOOMEY ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
TOOMEY ASSOCIATES, INC.
EIN
04-2394320
Address
1100 RUSSELL ROAD · P.O. BOX 577 · WESTFIELD, MA · 010860577
Phone
(413) 562-5192
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-11-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
NORTHEAST CABLE ELECTRONICS, INC.
NORTHEAST CABLE ELECTRONICS, INC. PROFIT SHARING PLAN
$2.1M · 13 participants
FIRETRONICS, INC.
FIRETRONICS, INC. 401(K) PLAN
$2.1M · 75 participants
R. T. GRIM COMPANY
RTG RETIREMENT PLAN
$2.1M · 9 participants
MULTITECH OFFICE MACHINES, INC.
MULTITECH OFFICE MACHINES, INC. PROFIT SHARING PLAN
$2.1M · 23 participants
EAST COAST MEDICAL SYSTEMS
EAST COAST MEDICAL SYSTEMS 401(K) PLAN
$2.2M · 9 participants
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MENDTRONIX, INC.
MENDTRONIX EMPLOYEE SAVINGS PLAN
$2.2M · 28 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
