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SAMETZ BLACKSTONE ASSOCIATES, INC. — SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251001101951NAL0005871699001
SAMETZ BLACKSTONE ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
SAMETZ BLACKSTONE ASSOCIATES P/S RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 25.5 mo
Active participants
9
Accounts w/ balance
31
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
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
SAMETZ BLACKSTONE ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
SAMETZ BLACKSTONE ASSOCIATES, INC.
EIN
04-2682547
Address
40 WEST NEWTON STREET · BOSTON, MA · 02118
Phone
(617) 266-8686
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-10-01
Tax period
2022-09-30
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 25.5 months past the 10.5-month grace window.
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.
—
Trustee phone
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Small plan (5500-SF) — Schedule H data not available.
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