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Original filing (PDF)20251008110558NAL0013560754001
MINUTEMAN SENIOR SERVICES, INC.
Form 5500
FILING_RECEIVED
MINUTEMAN SENIOR SERVICES 403B PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
146
Accounts w/ balance
177
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINUTEMAN SENIOR SERVICES, INC..
Plan sponsor
Name
MINUTEMAN SENIOR SERVICES, INC.
EIN
04-2587212
Address
ONE BURLINGTON WOODS DRIVE · SUITE 101 · BURLINGTON, MA · 01803
Phone
(781) 221-7013
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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DANIEL DENNIS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN, RECORDKEEPER | $20K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPW SOLUTIONS, LLC. | — | WILMINGTON, MA | TPA, FIDUCIARY ADVISOR | $14K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAPHAEL, CA | BROKER DEALER OF ADVISOR | $6K | — |
Investments
37 direct securities· $7.7M(97% of reported assets)
Uncategorized
$7.7M
36 holdings
Mutual Funds
$31K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vngrd Trgt Rtrmt 2035 Inv Mutual Funds | — | — | — | $1.4M | 17.9% | |
| Vngrd Trgt Rtrmt 2030 Inv Mutual Funds | — | — | — | $1.0M | 12.8% | |
| Vngrd Trgt Rtrmt 2040 Inv Mutual Funds | — | — | — | $530K | 6.7% | |
| Unallocated Insurance Contract * Guaranteed interest account Fixed Account | — | — | — | $530K | 6.7% | |
| Vngrd Trgt Rtrmt 2045 Inv Mutual Funds | — | — | — | $498K | 6.3% | |
| Vngrd Trgt Rtrmt 2050 Inv Mutual Funds | — | — | — | $481K | 6.1% | |
| Vngrd Smcap Val Indx Adml Mutual Funds | — | — | — | $387K | 4.9% | |
| Vngrd Trgt Rtrmt 2025 Inv Mutual Funds | — | — | — | $361K | 4.6% | |
| Vngrd Trgt Rtrmt 2020 Inv Mutual Funds | — | — | — | $355K | 4.5% | |
| Vngrd Trgt Rtrmt 2055 Inv Mutual Funds | — | — | — | $249K | 3.1% | |
| Amfds Gr Fd Am R6 Mutual Funds | — | — | — | $195K | 2.5% | |
| Vngrd Trgt Rtrmt 2060 Inv Mutual Funds | — | — | — | $171K | 2.2% | |
| Vngrd 500 Index Fd As Mutual Funds | — | — | — | $168K | 2.1% | |
| Vngrd Eq Inc Adml Mutual Funds | — | — | — | $132K | 1.7% | |
| Macquarie Mdcp Grwth Fnd - Institutional Mutual Funds | — | — | — | $100K | 1.3% | |
| Leggm Clrbrdg Intl Gr I Mutual Funds | — | — | — | $98K | 1.2% | |
| Vngrd Smcap Gr Indx Adml Mutual Funds | — | — | — | $90K | 1.1% | |
| Neuber Genesis Inst Mutual Funds | — | — | — | $82K | 1.0% | |
| Blkrk Inc Inst Mutual Funds | — | — | — | $81K | 1.0% | |
| Fidadv Eq Gr Inst Mutual Funds | — | — | — | $79K | 1.0% | |
| Vngrd Extnd Mkt Indx Adml Mutual Funds | — | — | — | $77K | 1.0% | |
| Vngrd Trgt Rtrmt Inc Mutual Funds | — | — | — | $68K | 0.9% | |
| Amfds Fdmntl Inv R6 Mutual Funds | — | — | — | $68K | 0.9% | |
| Blkrk Hi Yld Bd Port K Mutual Funds | — | — | — | $64K | 0.8% | |
| Vngrd Ttl Intlstkindx Adml Mutual Funds ** 47 As Spec Mdcap Val Inst Mutual Funds | — | — | — | $55K | 0.7% | |
| Mfs Val R6 Mutual Funds | — | — | — | $44K | 0.6% | |
| Dodgecox Intl Stk I Mutual Funds | — | — | — | $43K | 0.5% | |
| Vngrd Trgt Rtrmt 2065 Inv Mutual Funds | — | — | — | $42K | 0.5% | |
| Leggm Wstras Corplsbd I Mutual Funds | — | — | — | $41K | 0.5% | |
| Participant loans 4.25% - 9.50% - | — | — | — | $36K | 0.5% | |
| Amfds Smcap Wld R6 Mutual Funds | — | — | — | $35K | 0.4% | |
| Amfds New Wld R6 Mutual Funds | — | — | — | $31K | 0.4% | |
| Ab Glbl Bd I Mutual Funds | Mutual Funds | — | — | $31K | 0.4% | |
| Prudntl Glbl Realest Z Mutual Funds | — | — | — | $22K | 0.3% | |
| Parnassus Cor Eq Inst Mutual Funds | — | — | — | $7K | <0.1% | |
| Vngrd Gnma Adml Mutual Funds | — | — | — | $2K | <0.1% | |
| vngrd infl prtct sec adml Mutual Funds | — | — | — | $1K | <0.1% |
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