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Original filing (PDF)20251215084341NAL0002329120001
BROCKTON AREA MULTI-SERVICES, INC.
Form 5500
FILING_RECEIVED
BAMSI 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 2
Late filing · 1.0 moNo recordkeeper disclosed
Active participants
1,476
Accounts w/ balance
707
Plan assets (EOY)
$16.1M
Net assets (EOY)
$16.1M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
96
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
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 BROCKTON AREA MULTI-SERVICES, INC..
Plan sponsor
Name
BROCKTON AREA MULTI-SERVICES, INC.
EIN
04-2562377
Address
10 CHRISTY'S DRIVE · BROCKTON, MA · 02301
Phone
(508) 484-7109
Industry
Health Care & Social Assistancesee 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
2025-12-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELL PENSION GROUP | — | EAST PROVIDENCE, RI | TPA | $0 | — |
Investments
27 direct securities· $16.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Ind 2030 Fd R6 Mutual Fund | — | — | — | $3.0M | 18.4% | |
| Nuveen Lifecycle Ind 2035 Fd R6 Mutual Fund | — | — | — | $2.7M | 16.8% | |
| Nuveen Lifecycle Ind 2025 Fd R6 Mutual Fund | — | — | — | $2.1M | 13.3% | |
| Nuveen Lifecycle Ind 2040 Fd R6 Mutual Fund | — | — | — | $1.9M | 11.9% | |
| Nuveen Lifecycle Ind 2045 Fd R6 Mutual Fund | — | — | — | $1.5M | 9.6% | |
| Nuveen Lifecycle Ind 2020 Fd R6 Mutual Fund | — | — | — | $1000K | 6.2% | |
| Nuveen Lifecycle Ind 2050 Fd R6 Mutual Fund | — | — | — | $994K | 6.2% | |
| Nuveen Lifecycle Ind 2055 Fd R6 Mutual Fund | — | — | — | $910K | 5.7% | |
| Fid US Bd Idx Fund Mutual Fund | — | — | — | $383K | 2.4% | |
| Nuveen Lifecycle Ind 2015 Fd R6 Mutual Fund | — | — | — | $322K | 2.0% | |
| BlkRck High Yield Bnd Port K Mutual Fund 937 Calvert Intl Rspns Index Fd I Mutual Fund 916 * Participant Loans (Interest Rates 5.25% to 10.50%) -0- | — | — | — | $321K | 2.0% | |
| iShares S&P 500 Index Fund K Mutual Fund | — | — | — | $233K | 1.4% | |
| Nuveen Lifecycle Ind 2060 Fd R6 Mutual Fund | — | — | — | $202K | 1.3% | |
| Nuveen Lifecycle Ind 2010 Fd R6 Mutual Fund | — | — | — | $100K | 0.6% | |
| Parnassus Core Eqty Fnd Ins Mutual Fund | — | — | — | $53K | 0.3% | |
| Vangrd ShtTrmInfProtSecIndAdm Mutual Fund | — | — | — | $51K | 0.3% | |
| Voya Fixed Account (4452) Guaranteed Investment Contract | — | — | — | $49K | 0.3% | |
| Nuveen Lifecycle Ind 2065 Fd R6 Mutual Fund | — | — | — | $43K | 0.3% | |
| MFS Total Return Bond Fund R6 Mutual Fund | — | — | — | $37K | 0.2% | |
| Victory Sycmr Est Vl Fd R6 Mutual Fund | — | — | — | $32K | 0.2% | |
| TRwPr Divers MCap Grw Fd Inv Mutual Fund | — | — | — | $18K | 0.1% | |
| iShares MSCI EAFE Index Fnd K Mutual Fund | — | — | — | $16K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Mutual Fund | — | — | — | $12K | <0.1% | |
| Cohen & Steers Realty Shares Z Mutual Fund | — | — | — | $11K | <0.1% | |
| Fid Sm cp Ind Fd Mutual Fund | — | — | — | $11K | <0.1% | |
| Driehaus Emrg Mkts Grw Fnd Inv Mutual Fund | — | — | — | $3K | <0.1% | |
| Principal MCp S&P 400 In F R6 Mutual Fund | — | — | — | $2K | <0.1% |
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