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Original filing (PDF)20260323075521NAL0001762259001
SPRINGWELL, INC.
Form 5500
FILING_RECEIVED
SPRINGWELL RETIREMENT PLAN
401(k) retirement plan
Active participants
261
Accounts w/ balance
319
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 53 bps in Schedule C fees — 83% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPRINGWELL, INC..
Plan sponsor
Name
SPRINGWELL, INC.
EIN
04-2616064
Address
307 WAVERLY OAKS ROAD · SUITE 205 · WALTHAM, MA · 02452
Phone
(617) 926-4100
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AAFCPA'S, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAPHAEL, CA | INVESTMENT ADVISOR | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPW SOLUTIONS, LLC. | — | WILMINGTON, MA | TPA | $14K | — |
Investments
40 direct securities · 1 pooled fund· $14.0M(95% 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.
Uncategorized
$13.6M
40 holdings
Common Collective Trust
$404K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $1.6M | 10.9% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $1.3M | 8.6% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $1.2M | 8.4% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $1.2M | 7.9% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $1.1M | 7.6% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $1.0M | 7.1% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $734K | 5.0% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $730K | 5.0% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $572K | 3.9% | |
| MFS Growth R6 Mutual Fund | — | — | — | $551K | 3.8% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $465K | 3.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $404K | 2.8% | |
| Trust Vanguard Mid Cap Index Fund - Admiral Mutual Fund | — | — | — | $359K | 2.4% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $339K | 2.3% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $318K | 2.2% | |
| Vanguard Total International Stock Index Mutual Fund | — | — | — | $310K | 2.1% | |
| Admiral MFS Value R6 Mutual Fund | — | — | — | $219K | 1.5% | |
| T.Rowe Price Mid Cap Growth I Mutual Fund | — | — | — | $187K | 1.3% | |
| Vanguard Target Retirement Income Inv Mutual Fund | — | — | — | $171K | 1.2% | |
| Fidelity Advisor Equity Growth Z Mutual Fund | — | — | — | $162K | 1.1% | |
| MFS International Diversification R6 Mutual Fund | — | — | — | $126K | 0.9% | |
| AMG Yacktman I Mutual Fund | — | — | — | $123K | 0.8% | |
| Vanguard International Value Portfolio Mutual Fund | — | — | — | $105K | 0.7% | |
| Notes Receivable from Participants Interest rates ranging - | — | — | — | $102K | 0.7% | |
| JPMorgan Small Cap Equity R5 Mutual Fund | — | — | — | $93K | 0.6% | |
| Fidelity Advisor Small Cap I Mutual Fund | — | — | — | $81K | 0.6% | |
| American Funds New World R6 Mutual Fund | — | — | — | $80K | 0.5% | |
| Fidelity Advisor International Growth Z Mutual Fund | — | — | — | $65K | 0.4% | |
| American Funds New World R6 Mutual Fund | — | — | — | $64K | 0.4% | |
| Fidelity Advisor Strategic Income I Mutual Fund | — | — | — | $54K | 0.4% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $29K | 0.2% | |
| Principal High Yield R6 Mutual Fund | — | — | — | $29K | 0.2% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | — | — | — | $27K | 0.2% | |
| PGIM Total Return Bond R6 Mutual Fund | — | — | — | $19K | 0.1% | |
| Parnassus Core Equity - Inst Mutual Fund | — | — | — | $17K | 0.1% | |
| Undiscovered MGRS Behavioral Value R6 Mutual Fund | — | — | — | $13K | <0.1% | |
| PGIM Global Real Estate R6 Mutual Fund | — | — | — | $12K | <0.1% | |
| Blackrock Mortgage-Backed Securities K Mutual Fund | — | — | — | $10K | <0.1% | |
| Parnassus Value Equity Institutional Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Total International Bond Index Mutual Fund | — | — | — | $7K | <0.1% | |
| Admiral PIMCO Real Return Inst Mutual Fund | — | — | — | $5K | <0.1% |