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Original filing (PDF)20251013074615NAL0000924017001
THE BOSTON CONSULTING GROUP, INC.
Form 5500
FILING_RECEIVED
THE BOSTON CONSULTING GROUP, INC. U.S. OFFICERS RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
45% in single holdingNo recordkeeper disclosed
Active participants
699
Accounts w/ balance
—
Plan assets (EOY)
$511.1M
Net assets (EOY)
$511.1M
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
78
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Institutional Registered Investment Company" is 45% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BOSTON CONSULTING GROUP, INC..
Plan sponsor
Name
THE BOSTON CONSULTING GROUP, INC.
EIN
04-2432614
Address
200 PIER 4 BOULEVARD · BOSTON, MA · 02210
Phone
(617) 973-1200
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities· $444.3M(87% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Institutional Registered Investment Company | — | — | $148.6M | $199.6M | 39.1% | |
| Vanguard Developed Markets Index TR Registered Investment Company | — | — | $97.9M | $109.0M | 21.3% | |
| Vanguard Instl Total Bond Market Index TR Registered Investment Company | — | — | $52.1M | $55.6M | 10.9% | |
| Vanguard Emerging Markets Stock Index Institutional Registered Investment Company | — | — | $34.1M | $35.6M | 7.0% | |
| Vanguard ST Inflation Protected Securities Institutional Registered Investment Company | — | — | $22.6M | $22.5M | 4.4% | |
| Vanguard Intermediate-Term Investment Grade Admiral Registered Investment Company | — | — | $24.0M | $22.1M | 4.3% |