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Original filing (PDF)20251112145017NAL0000084051001
ROBERT J. DEVEREAUX CORPORATION
Form 5500
FILING_RECEIVED
ROBERT J. DEVEREAUX CORPORATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
282
Accounts w/ balance
170
Plan assets (EOY)
$19.9M
Net assets (EOY)
$19.9M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT J. DEVEREAUX CORPORATION.
Plan sponsor
Name
ROBERT J. DEVEREAUX CORPORATION
EIN
04-2448905
Address
17 PLEASANT ST · MALDEN, MA · 02148
Phone
(617) 742-3830
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-11-12
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
DARMODY, MERLINO & CO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | THIRD PARTY ADMINISTRATO | $10K | — |
Investments
27 direct securities · 1 pooled fund· $38.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$19.9M
27 holdings
Pooled Separate Account
$18.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $18.9M | 94.6% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund - | — | — | — | $2.8M | 14.0% | |
| Fidelity Investments Fidelity 500 Index Fund - | — | — | — | $2.2M | 11.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund - | — | — | — | $1.9M | 9.4% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund - | — | — | — | $1.8M | 9.0% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund - | — | — | — | $1.5M | 7.3% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund - | — | — | — | $1.4M | 7.0% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund - | — | — | — | $1.4M | 6.8% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account - | — | — | — | $1.1M | 5.4% | |
| Hartford Funds Hartford Dividend & Growth Fund - | — | — | — | $993K | 5.0% | |
| BNY Mellon BNY Mellon World Wide Growth Fund - | — | — | — | $956K | 4.8% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund - | — | — | — | $625K | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund - | — | — | — | $622K | 3.1% | |
| Blackrock Ishares US Aggregate Bond - | — | — | — | $554K | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund - | — | — | — | $443K | 2.2% | |
| The Federated Funds Federated Total Return Bond Fund - | — | — | — | $366K | 1.8% | |
| Blackrock Ishares Russell 2000 Small Cap - | — | — | — | $342K | 1.7% | |
| William Blair William Bliar Large Cap Growth Fund - | — | — | — | $269K | 1.4% | |
| MFS Mid Cap Growth Fund - | — | — | — | $142K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund - | — | — | — | $136K | 0.7% | |
| American Funds U.S. Government Funds - | — | — | — | $112K | 0.6% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund - | — | — | — | $101K | 0.5% | |
| Vanguard International Growth Fund - | — | — | — | $74K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund - | — | — | — | $68K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund - | — | — | — | $61K | 0.3% | |
| Principal Funds Principal Mid Cap S&P 400 Index Fund - | — | — | — | $56K | 0.3% | |
| Blackrock Ishares MSCI EAFE Index Fund - | — | — | — | $47K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund - | — | — | — | $8K | <0.1% |