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Original filing (PDF)20251011135736NAL0014327648001
CENTRAL BOSTON ELDER SERVICES, INC.
Form 5500
FILING_RECEIVED
CENTRAL BOSTON ELDER SERVICES, INC. 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 2
43% in single holdingNo recordkeeper disclosed
Active participants
213
Accounts w/ balance
284
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
1 pooled trust
Schedule D
49 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 "Unallocated Insurance Contracts * Equitable Financial Life Insurance Company Guaranteed Interest Account" is 43% 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 CENTRAL BOSTON ELDER SERVICES, INC..
Plan sponsor
Name
CENTRAL BOSTON ELDER SERVICES, INC.
EIN
04-2546441
Address
2315 WASHINGTON STREET · ROXBURY, MA · 021193214
Phone
(617) 277-7416
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
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
DANIEL DENNIS & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
48 direct securities · 1 pooled fund· $25.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$16.5M
47 holdings
Pooled Separate Account
$9.3M
1 holding
Pooled Separate Accounts
$61K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 65 AXA/EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $9.3M | 55.4% | |
| Unallocated Insurance Contracts * Equitable Financial Life Insurance Company Guaranteed Interest Account | — | — | — | $7.2M | 43.1% | |
| Equitable Financial Life Insurance Company EQ/Equity 500 Index | — | — | — | $1.7M | 10.0% | |
| Equitable Financial Life Insurance Company EQ/Mid Cap Index | — | — | — | $840K | 5.0% | |
| Equitable Financial Life Insurance Company EQ/Fidelity Instnl Am Lrg Cap | — | — | — | $747K | 4.5% | |
| Equitable Financial Life Insurance Company EQ/Small Company Index | — | — | — | $736K | 4.4% | |
| Equitable Financial Life Insurance Company EQ/Gamco Small Company Value | — | — | — | $499K | 3.0% | |
| Equitable Financial Life Insurance Company EQ/Mfs International Value | — | — | — | $464K | 2.8% | |
| Equitable Financial Life Insurance Company EQ/International Equity Index | — | — | — | $407K | 2.4% | |
| Equitable Financial Life Insurance Company EQ/Mfs International Growth | — | — | — | $380K | 2.3% | |
| Equitable Financial Life Insurance Company EQ/Large Cap Value Index | — | — | — | $336K | 2.0% | |
| Equitable Financial Life Insurance Company EQ/JPMorgan Growth Stock | — | — | — | $258K | 1.5% | |
| Participant Loans 4.25% - 9.50% - | — | — | — | $241K | 1.4% | |
| Equitable Financial Life Insurance Company AXA Conservative Growth Strtgy ** 17 * Equitable Financial Life Insurance Company AXA Conservative Strategy ** 16 * Equitable Financial Life Insurance Company AXA Glb Eqty Managed Vol | — | — | — | $234K | 1.4% | |
| Equitable Financial Life Insurance Company EQ/Com Stck Index | — | — | — | $222K | 1.3% | |
| Equitable Financial Life Insurance Company AXA Lg Cap Val Managed Vol | — | — | — | $206K | 1.2% | |
| Equitable Financial Life Insurance Company EQ/Large Cap Growth Index | — | — | — | $188K | 1.1% | |
| Equitable Financial Life Insurance Company EQ/Mfs Technology | — | — | — | $177K | 1.1% | |
| Equitable Financial Life Insurance Company Target 2025 Allocation | — | — | — | $174K | 1.0% | |
| Equitable Financial Life Insurance Company EQ/Goldman Sachs Midcap Value | — | — | — | $168K | 1.0% | |
| Equitable Financial Life Insurance Company AXA/Ab Small Cap Growth | — | — | — | $151K | 0.9% | |
| Equitable Financial Life Insurance Company AXA Mid Cap Val Managed Vol | — | — | — | $140K | 0.8% | |
| Equitable Financial Life Insurance Company Target 2035 Allocation | — | — | — | $129K | 0.8% | |
| Equitable Financial Life Insurance Company EQ/Calvert Socially Resp | — | — | — | $118K | 0.7% | |
| Equitable Financial Life Insurance Company AXA Moderate Allocation | — | — | — | $111K | 0.7% | |
| Equitable Financial Life Insurance Company AXA International Managed Vol ** 855 * Equitable Financial Life Insurance Company AXA Lg Cap Grw Managed Vol | — | — | — | $105K | 0.6% | |
| Equitable Financial Life Insurance Company EQ/Invesco Com Stock | — | — | — | $103K | 0.6% | |
| Equitable Financial Life Insurance Company EQ/Janus Enterprise | — | — | — | $93K | 0.6% | |
| Equitable Financial Life Insurance Company Sio-S&P 500 Index1yr-10% Buffer | — | — | — | $79K | 0.5% | |
| s * Equitable Financial Life Insurance Company AXA Aggressive Allocation | Pooled Separate Accounts | — | — | $61K | 0.4% | |
| Equitable Financial Life Insurance Company AXA Moderate-Plus Allocation | — | — | — | $53K | 0.3% | |
| Equitable Financial Life Insurance Company AXA Int Val Managed Vol | — | — | — | $42K | 0.3% | |
| Equitable Financial Life Insurance Company EQ/American Centry Mid Cap Val | — | — | — | $41K | 0.2% | |
| Equitable Financial Life Insurance Company Charter Multi-Sector Bond ** 128 * Equitable Financial Life Insurance Company EQ/Aggressive Growth Strategy | — | — | — | $35K | 0.2% | |
| Equitable Financial Life Insurance Company EQ/Money Market ** 185 * Equitable Financial Life Insurance Company EQ/Oppenheimer Global | — | — | — | $34K | 0.2% | |
| Equitable Financial Life Insurance Company Invesco V.I. Midcap Core Eqty | — | — | — | $24K | 0.1% | |
| Equitable Financial Life Insurance Company EQ/Wellington Energy | — | — | — | $22K | 0.1% | |
| Equitable Financial Life Insurance Company Target 2045 Allocation | — | — | — | $20K | 0.1% | |
| Equitable Financial Life Insurance Company EQ/Blackrock Basic Value Eqty | — | — | — | $20K | 0.1% | |
| Equitable Financial Life Insurance Company EQ/Capital Guardian Research ** 542 * Equitable Financial Life Insurance Company EQ/Clearbirdge Lg Cap Grwth Esg | — | — | — | $16K | <0.1% | |
| Equitable Financial Life Insurance Company AXA Int Coremanaged Vol | — | — | — | $12K | <0.1% | |
| Equitable Financial Life Insurance Company EQ/JPMorgan Val Opportunities | — | — | — | $9K | <0.1% | |
| Equitable Financial Life Insurance Company Multimanager Aggressive Equity | — | — | — | $9K | <0.1% | |
| Equitable Financial Life Insurance Company Fidelity Vip Equity Income | — | — | — | $9K | <0.1% | |
| Equitable Financial Life Insurance Company Van Eck Vip Global Hard Assets | — | — | — | $8K | <0.1% | |
| Equitable Financial Life Insurance Company EQ/Emerging Markets Eqty Plus | — | — | — | $7K | <0.1% | |
| Equitable Financial Life Insurance Company EQ/Core Bond Index | — | — | — | $5K | <0.1% | |
| Equitable Financial Life Insurance Company Invesco V.I.Diversified Div | — | — | — | $4K | <0.1% | |
| Equitable Financial Life Insurance Company EQ/Pimco Ultrashort Bond ** 4 * Equitable Financial Life Insurance Company EQ/Quality Bond Plus | — | — | — | $1K | <0.1% |
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