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Original filing (PDF)20250606094927NAL0012254817001
FREDERIC L. CHAMBERLAIN CENTER, INC.
Form 5500
FILING_RECEIVED
F.L. CHAMBERLAIN SCHOOL RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~81 bps in Sched C fees
Active participants
70
Accounts w/ balance
123
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 81 bps in Schedule C fees — 56% above peer band of 52 bps.
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 FREDERIC L. CHAMBERLAIN CENTER, INC..
Plan sponsor
Name
FREDERIC L. CHAMBERLAIN CENTER, INC.
EIN
04-2593666
Address
PO BOX 778 · MIDDLEBOROUGH, MA · 023461101
Phone
(508) 946-9336
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LMHS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE LIFE INSURANCE COMPANY | 13-5570651 | — | RECORD KEEPER | $14K | — |
Investments
1 pooled fund· $1.7M(98% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| POOLED SEPARATE ACCOUNT 65 EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 065 | Pooled Separate Account | $1.7M | 98.1% |
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