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Original filing (PDF)20250910071350NAL0013308899001
THE NEW ENGLAND CENTER FOR CHILDREN, INC.
Form 5500
FILING_RECEIVED
THE NEW ENGLAND CENTER FOR CHILDREN, INC. TARGET BENEFIT PLAN
Defined-contribution retirement plan
Signals · 2
49% in single holdingNo recordkeeper disclosed
Active participants
604
Accounts w/ balance
1,382
Plan assets (EOY)
$29.4M
Net assets (EOY)
$29.4M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
76
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Interest Lessor, or Similar Party Par, or Maturity Value Cost Current Value ** American Funds Am Balancd R6 Pooled Separate Account" is 49% of plan.
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE NEW ENGLAND CENTER FOR CHILDREN, INC..
Plan sponsor
Name
THE NEW ENGLAND CENTER FOR CHILDREN, INC.
EIN
04-2708762
Address
33 TURNPIKE ROAD · SOUTHBOROUGH, MA · 01772
Phone
(508) 481-1015
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
2B · Target benefit
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELL PENSION GROUP | — | EAST PROVIDENCE, RI | THIRD PARTY ADMINISTRATO | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $121K | — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | SERVICE PROVIDER | $0 | — |
Investments
32 direct securities · 1 pooled fund· $53.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$27.3M
32 holdings
Pooled Separate Account
$26.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INS AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $26.1M | 88.7% | |
| Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Interest Lessor, or Similar Party Par, or Maturity Value Cost Current Value ** American Funds Am Balancd R6 Pooled Separate Account | — | — | — | $13.3M | 45.1% | |
| Vangrd Trgt Retire 2050 Fd Pooled Separate Account | — | — | — | $2.1M | 7.2% | |
| Vangrd 500 Index Fund Adm Pooled Separate Account | — | — | — | $1.9M | 6.6% | |
| Vangrd Growth Index Fund Adm Pooled Separate Account | — | — | — | $1.2M | 4.0% | |
| Voya Fixed Account (4450) Guaranteed Investment Contract | — | — | — | $1.1M | 3.9% | |
| PGIM Total Return Bond Fd R6 Pooled Separate Account | — | — | — | $1.1M | 3.6% | |
| Vangrd Trgt Retire 2060 Fd Pooled Separate Account | — | — | — | $899K | 3.1% | |
| Vangrd Trgt Retire 2040 Fd Pooled Separate Account | — | — | — | $725K | 2.5% | |
| Vangrd Trgt Retire 2055 Fd Pooled Separate Account | — | — | — | $686K | 2.3% | |
| American Funds Nw Prspctv R6 Pooled Separate Account | — | — | — | $551K | 1.9% | |
| Vangrd Value Index Fund Adm Pooled Separate Account | — | — | — | $397K | 1.3% | |
| Vangrd Trgt Retire 2030 Fd Pooled Separate Account | — | — | — | $387K | 1.3% | |
| Vangrd Dev Mkts Index Fd Adm Pooled Separate Account | — | — | — | $357K | 1.2% | |
| Vangrd Trgt Retire 2045 Fd Pooled Separate Account | — | — | — | $356K | 1.2% | |
| Vangrd Explorer Fund Adm Pooled Separate Account | — | — | — | $295K | 1.0% | |
| Vangrd Mid-Cap Vl Indx Fnd Adm Pooled Separate Account | — | — | — | $268K | 0.9% | |
| Vangrd Md-Cap Grw Index Fd Adm Pooled Separate Account | — | — | — | $260K | 0.9% | |
| Vangrd Sm-Cap Vl Index Fnd Adm Pooled Separate Account | — | — | — | $210K | 0.7% | |
| Vangrd Trgt Retire 2020 Fd Pooled Separate Account | — | — | — | $188K | 0.6% | |
| Vangrd St-Term Federal Fnd Adm Pooled Separate Account | — | — | — | $185K | 0.6% | |
| Vangrd Trgt Retire 2065 Fd Pooled Separate Account | — | — | — | $162K | 0.6% | |
| DFA US Large Comp Port Ins Pooled Separate Account | — | — | — | $162K | 0.6% | |
| Vangrd Trgt Retire 2025 Fd Pooled Separate Account | — | — | — | $121K | 0.4% | |
| Fidelity Mid Cap Idx Fd Pooled Separate Account | — | — | — | $73K | 0.2% | |
| Fidelity Sm Cp Ind Fd Pooled Separate Account | — | — | — | $55K | 0.2% | |
| PIMCO Income Fund Ins Pooled Separate Account | — | — | — | $39K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Pooled Separate Account | — | — | — | $38K | 0.1% | |
| Vangrd Trgt Retire 2035 Fd Pooled Separate Account | — | — | — | $33K | 0.1% | |
| American Funds Hi-Income Tr R6 Pooled Separate Account | — | — | — | $29K | <0.1% | |
| American Funds New World R6 Pooled Separate Account | — | — | — | $24K | <0.1% | |
| American Funds Cap Wd Bd R6 Pooled Separate Account | — | — | — | $18K | <0.1% | |
| DFA Real Estate Secs Port Ins Pooled Separate Account | — | — | — | $18K | <0.1% |