Back to filter
Original filing (PDF)20250813101259NAL0008704689001
GREATER LYNN SENIOR SERVICES, INC.
Form 5500
FILING_RECEIVED
GREATER LYNN SENIOR SERVICES, INC. TAX SHELTERED ANNUITY PLAN
403(b) retirement plan
Active participants
233
Accounts w/ balance
227
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
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 GREATER LYNN SENIOR SERVICES, INC..
Plan sponsor
Name
GREATER LYNN SENIOR SERVICES, INC.
EIN
04-2581129
Address
8 SILSBEE STREET · LYNN, MA · 019011404
Phone
(781) 599-0110
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
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
AAFCPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
28 direct securities· $13.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value ** Capital Preservation Account Group Annuity Contract | — | — | — | $2.3M | 17.9% | |
| MassMutual Blue Chip Growth Service Mutual Fund | — | — | — | $1.4M | 10.6% | |
| Dodge & Cox Income I Mutual Fund | — | — | — | $974K | 7.4% | |
| MassMutual S&P 500 Index Mutual Fund | — | — | — | $961K | 7.3% | |
| Oakmark Investor Mutual Fund | — | — | — | $776K | 5.9% | |
| American Funds Europacific Growth Fund Mutual Fund | — | — | — | $708K | 5.4% | |
| Victory Sycamore Small Co. Opportunity Mutual Fund | — | — | — | $571K | 4.4% | |
| American Beacon Large Cap Value Investor Mutual Fund | — | — | — | $566K | 4.3% | |
| T. Rowe Price New Horizon Mutual Fund | — | — | — | $517K | 3.9% | |
| MFS Mid Cap Value Mutual Fund | — | — | — | $491K | 3.7% | |
| MassMutual Mid Cap Growth Service Mutual Fund | — | — | — | $483K | 3.7% | |
| MassMutual Inflation-Protected and Income Fund Mutual Fund | — | — | — | $463K | 3.5% | |
| American Funds New World Fund Mutual Fund | — | — | — | $443K | 3.4% | |
| MFS Global Alternative Strategy Mutual Fund | — | — | — | $428K | 3.3% | |
| MassMutual High Yield Service Mutual Fund | — | — | — | $344K | 2.6% | |
| MassMutual Select T. Rowe Price Retirement 2020 Mutual Fund | — | — | — | $302K | 2.3% | |
| Cohen & Steers Realty Shares Mutual Fund | — | — | — | $292K | 2.2% | |
| through December 2029 - | — | — | — | $265K | 2.0% | |
| MassMutual Select T. Rowe Price Retirement 2035 Mutual Fund | — | — | — | $245K | 1.9% | |
| Fidelity Strategic Income Fund Mutual Fund | — | — | — | $156K | 1.2% | |
| MassMutual Select T. Rowe Price Retirement 2050 Mutual Fund | — | — | — | $106K | 0.8% | |
| MassMutual Select T. Rowe Price Retirement 2025 Mutual Fund | — | — | — | $96K | 0.7% | |
| MassMutual Select T. Rowe Price Retirement 2045 Mutual Fund | — | — | — | $90K | 0.7% | |
| MassMutual Select T. Rowe Price Retirement 2030 Mutual Fund | — | — | — | $50K | 0.4% | |
| MassMutual Select T. Rowe Price Retirement 2060 Mutual Fund | — | — | — | $18K | 0.1% | |
| MassMutual Select T. Rowe Price Retirement 2065 Mutual Fund | — | — | — | $3K | <0.1% | |
| MassMutual Select T. Rowe Price Retirement 2055 Mutual Fund | — | — | — | $3K | <0.1% | |
| MassMutual Select T. Rowe Price Retirement 2015 Mutual Fund | — | — | — | $2K | <0.1% |