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Original filing (PDF)20241015140518NAL0058019570001
SOLE PROPRIETOR, INC.
Form 5500
FILING_RECEIVED
SOLE PROPRIETOR, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
12 collective trusts
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)
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLE PROPRIETOR, INC..
Plan sponsor
Name
SOLE PROPRIETOR, INC.
EIN
04-2686584
Address
118 HIGHLAND ST · WORCESTER, MA · 016092731
Phone
(508) 798-3474
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
SOLE PROPRIETOR, INC.
EIN
04-2686584
City
WORCESTER, MA
Phone
(508) 798-3474
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
STOWE & DEGON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
12 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| YOURPATH AM FUNDS 2010 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001 | Pooled Separate Account | $0 | — |
| YOURPATH AM FUNDS 2015 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001 | Pooled Separate Account | $0 | — |
| YOURPATH AM FUNDS 2020 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001 | Pooled Separate Account | $0 | — |
| YOURPATH AM FUNDS 2025 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001 | Pooled Separate Account | $0 | — |
| YOURPATH AM FUNDS 2030 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001 | Pooled Separate Account | $0 | — |
| YOURPATH AM FUNDS 2035 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001 | Pooled Separate Account | $0 | — |
| YOURPATH AM FUNDS 2040 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001 | Pooled Separate Account | $0 | — |
| YOURPATH AM FUNDS 2045 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001 | Pooled Separate Account | $0 | — |
| YOURPATH AM FUNDS 2050 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001 | Pooled Separate Account | $0 | — |
| YOURPATH AM FUNDS 2055 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001 | Pooled Separate Account | $0 | — |
| YOURPATH AM FUNDS 2060 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001 | Pooled Separate Account | $0 | — |
| YOURPATH AM FUNDS 2065 MOD LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 001 | Pooled Separate Account | $0 | — |