Original filing (PDF)20260105080925NAL0005180129001

MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO PC

Name: MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO PC — MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO SAVINGS AND RETIREMENT PLAN, Form 5500 (2024)
Creator: MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO PC

Form 5500

FILING_RECEIVED

MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO SAVINGS AND RETIREMENT PLAN

401(k) retirement plan

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

1,120

Accounts w/ balance

1,872

Plan assets (EOY)

$665.1M

Net assets (EOY)

$665.1M

How this plan invests

This plan

1 collective trust

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

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO PC.

Plan sponsor

Name

MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO PC

EIN

04-2718459

Address

ONE FINANCIAL CENTER · BOSTON, MA · 021112621

Phone

(617) 542-6000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-03-31

Tax period

2025-03-29

Filed

2026-01-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INST OP CO LLC	04-2647786	—	NONE	$68K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	NONE	$83K	—

Investments

1 pooled fund· $6.5M(1% 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.