· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BOSTON FINANCIAL & EQUITY CORPORATION — BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250307100106NAL0007145171001
BOSTON FINANCIAL & EQUITY CORPORATION
Form 5500-SF
FILING_RECEIVED
BOSTON FINANCIAL & EQUITY CORPORATION RESTATED PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
8
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
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
BOSTON FINANCIAL & EQUITY CORPORATION
.
Find decision makers
Plan sponsor
Name
BOSTON FINANCIAL & EQUITY CORPORATION
EIN
04-2434157
Address
1330 BEACON STREET · SUITE 249 · BROOKLINE, MA · 02446
Phone
(617) 267-2900
Industry
Professional & Technical Services
see 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
2025-03-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
INSMARK INC
INSMARK INC SALARY SAVINGS PLAN
$5.2M · 11 participants
GANUCH, INC.
XOTECH & GANUCH, INC. 401(K) PLAN
$5.2M · 159 participants
ONEPIN, INC.
ONEPIN, INC. 401(K) PLAN
$5.2M · 10 participants
VERSA INTEGRATED SOLUTIONS, INC.
VERSA INTEGRATED SOLUTIONS, INC. 401K PS PLAN
$5.3M · 68 participants
AVID IDENTIFICATION SYSTEMS, INC.
AVID IDENTIFICATION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
$5.3M · 60 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.
DEARBORN GROUP, INC.
DEARBORN GROUP, INC. 401(K) SAVINGS PLAN
$5.3M · 35 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
