· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BURNETT & MOYNIHAN SEACOAST LU — BURNETT & MOYNIHAN SEACOAST LU 401K PROFIT SHARING PLAN AND TRU, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240603130128NAL0029150080001
BURNETT & MOYNIHAN SEACOAST LU
Form 5500-SF
FILING_RECEIVED
BURNETT & MOYNIHAN SEACOAST LU 401K PROFIT SHARING PLAN AND TRU
401(k) retirement plan
Active participants
16
Accounts w/ balance
19
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BURNETT & MOYNIHAN SEACOAST LU
.
Find decision makers
Plan sponsor
Name
BURNETT & MOYNIHAN SEACOAST LU
EIN
04-2604117
Address
43 FOSTER ST · REVERE, MA · 02151
Phone
(781) 284-0055
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-03
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
KATELLA PLYWOOD & LUMBER COMPANY
KATELLA PLYWOOD & LUMBER COMPANY PROFIT SHARING PLAN
$2.6M · 16 participants
TOTAL HARDWARE, INC.
TOTAL HARDWARE, INC. 401(K) PLAN
$2.6M · 24 participants
LIBERTY GLASS, INC.
LIBERTY GLASS, INC. SAFE HARBOR 401K PROFIT SHARING PLAN
$2.6M · 12 participants
C.C. WAGNER & COMPANY
C.C WAGNER & COMPANY 401(K) PLAN
$2.6M · 21 participants
JACKSON PAINT AND GLASS, INC.
JACKSON PAINT AND GLASS, INC., 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.6M · 11 participants
HOME CHOICE WINDOWS & DOORS, LLC
HOME CHOICE WINDOWS & DOORS, LLC 401(K) PLAN
$2.6M · 54 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
