Back to filter
Original filing (PDF)20260115162033NAL0016598545001
GOULSTON & STORRS PC
Form 5500
FILING_RECEIVED
GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
85% in single holding
Active participants
324
Accounts w/ balance
446
Plan assets (EOY)
$397.6M
Net assets (EOY)
$397.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: PSA NO. 25 (STABLE VALUE ACCOUNT) (extraction pending)]" is 85% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOULSTON & STORRS PC.
Plan sponsor
Name
GOULSTON & STORRS PC
EIN
04-2738098
Address
ONE POST OFFICE SQUARE · BOSTON, MA · 02109
Phone
(617) 574-3592
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSE COOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $176K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $127K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | — | TAMPA, FL | AUDITOR | $32K | — |
Investments
1 direct security · 2 pooled funds· $36.0M(9% 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
$16.5M
1 holding
Pooled Separate Account
$16.5M
1 holding
Common Collective Trust
$3.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: PSA NO. 25 (STABLE VALUE ACCOUNT) (extraction pending)] | — | — | — | $16.5M | 4.2% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $16.5M | 4.2% | |
| PIMCO COLLECTIVE INVESTMENT TRUST PIMCO · EIN 27-0834899 / PN 000 | Common Collective Trust | — | — | $3.0M | 0.7% |