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Original filing (PDF)20250402124224NAL0005334787001

BRISTOL ELDER SERVICES, INC.

Form 5500
FILING_RECEIVED
BRISTOL ELDER SERVICES, INC. RETIREMENT PLAN AND TRUST
Defined-contribution retirement plan
Signals · 2
~84 bps in Sched C feesNo recordkeeper disclosed
Active participants
131
Accounts w/ balance
172
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
  • 84 bps in Schedule C fees — 61% above peer band of 52 bps.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRISTOL ELDER SERVICES, INC..
Plan sponsor
Name
BRISTOL ELDER SERVICES, INC.
EIN
04-2545767
Address
1 FATHER DEVALLES BOULEVARD · UNIT 8 · FALL RIVER, MA · 027231511
Phone
(508) 675-2101
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-02
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DANIEL DENNIS & COMPANY LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
MORGAN STANLEY SMITH BARNEY—PROVIDENCE, RIFINANCIAL$51K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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