Original filing (PDF)20251010101354NAL0018204210001

Metropolitan Boston Housing Partnership, Inc.

Name: Metropolitan Boston Housing Partnership, Inc. — Form 5500 Plan 001 (2024)
Creator: Metropolitan Boston Housing Partnership, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Metro Housing Boston 403(b) Plan

403(b) retirement plan · Metropolitan Boston Housing Partnership, Inc.'s Metro Housing Boston 403(b) Plan held $10.8M in plan assets for 216 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

216

Accounts w/ balance

283

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

How this plan invests

This plan

60 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.
Total administrative cost in the bottom quartile of peers (21st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for METROPOLITAN BOSTON HOUSING PARTNERSHIP, INC..

Plan sponsor

Name

METROPOLITAN BOSTON HOUSING PARTNERSHIP, INC.

EIN

all filings

Address

1411 TREMONT STREET · BOSTON, MA · 02120

Phone

(617) 425-6780

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

DANIEL DENNIS AND COMPANY, LLP

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$29K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	43-1451524	—	NONE	$26K	—

Investments

60 direct securities· $10.7M(100% of reported assets)

Other securities

$6.1M

34 holdings

Mutual Funds

$2.3M

20 holdings

Common Collective Trusts

$1.0M

2 holdings

U.S. Treasuries

$819K

1 holding

Stable Value

$253K

1 holding

Bonds / Notes

$141K

1 holding

Common Stocks

$39K

1 holding

					% of plan
s - Continued T.Rowe Price Retire 2020 Mutual Funds	Mutual Funds	—	—	$1.1M	10.4%
T.Rowe Price Retire 2030 Mutual Funds	Other securities	—	—	$887K	8.2%
Standard Stable Asset A Fund Fixed Account	Other securities	—	—	$846K	7.9%
PGIM Total Ret Bond Z Mutual Funds	U.S. Treasuries	—	—	$819K	7.6%
T.Rowe Price Retire 2055 Mutual Funds	Other securities	—	—	$778K	7.2%
Vanguard 500 Index Adm Mutual Funds	Common Collective Trusts	—	—	$668K	6.2%
T.Rowe Price Retire 2040 Mutual Funds	Other securities	—	—	$641K	6.0%
T.Rowe Price Retire 2035 Mutual Funds	Other securities	—	—	$545K	5.1%
T.Rowe Price Retire 2045 Mutual Funds	Other securities	—	—	$535K	5.0%
T.Rowe Price Retire 2050 Mutual Funds	Other securities	—	—	$430K	4.0%
Lincoln VIP SSGA S&P 500 Index Mutual Funds	Common Collective Trusts	—	—	$358K	3.3%
MFS International Value R4 Mutual Funds	Mutual Funds	—	—	$335K	3.1%
T.Rowe Price Retire 2060 Mutual Funds	Other securities	—	—	$312K	2.9%
Unallocated Insurance Contracts * Lincoln Stable Value Fund Fixed Account	Stable Value	—	—	$253K	2.4%
Vanguard Equity Income Adm Mutual Funds	Mutual Funds	—	—	$247K	2.3%
T. Rowe Price Blue Chip Gr-T Mutual Funds	Other securities	—	—	$231K	2.1%
Vanguard Small Cap Index Adm Mutual Funds	Mutual Funds	—	—	$183K	1.7%
JPMorgan Mid Cap Growth I Mutual Funds	Other securities	—	—	$157K	1.5%
Participant loans 3.25 % - 8.50 % -	Bonds / Notes	—	—	$141K	1.3%
Lincoln VIP Social Awareness Mutual Funds	Other securities	—	—	$134K	1.2%
T.Rowe Price Retire 2025 Mutual Funds	Other securities	—	—	$120K	1.1%
T.Rowe Price Retire 2015 Mutual Funds	Other securities	—	—	$111K	1.0%
Fidelity Growth Portfolio Mutual Funds	Mutual Funds	—	—	$100K	0.9%
Lincoln VIP SSGA Small Cap Index Mutual Funds	Other securities	—	—	$92K	0.9%
American Funds Growth Fund Mutual Funds	Mutual Funds	—	—	$81K	0.7%
Vanguard Mid Cap Index Adm Mutual Funds	Mutual Funds	—	—	$71K	0.7%
T. Rowe Price Mid Cap VAL Mutual Funds	Other securities	—	—	$63K	0.6%
PIMCO INCM FD INST CL Mutual Funds	Mutual Funds	—	—	$56K	0.5%
Lincoln VIP Delaware REIT Fund Mutual Funds	Common Stocks	—	—	$39K	0.4%
Lincoln VIP Mondrian International Value Mutual Funds ** 866 * Lincoln VIP SSGA Global Tactical Allocation Mutual Funds	Other securities	—	—	$32K	0.3%
Vanguard Dev Markets Index Adm Mutual Funds	Mutual Funds	—	—	$27K	0.3%
NB AMT Sustainable Equity Port Mutual Funds	Other securities	—	—	$25K	0.2%
Vangaurd Total INTL BD Index Admiral Mutual Funds	Other securities	—	—	$24K	0.2%
American Funds New Perspective R6 Mutual Funds	Mutual Funds	—	—	$23K	0.2%
JP Morgan US Equity R6 Mutual Funds	Other securities	—	—	$20K	0.2%
Lincoln VIP Baron Growth Opportunities Mutual Funds	Other securities	—	—	$19K	0.2%
Vanguard Real Estate Index Adm Mutual Funds	Mutual Funds	—	—	$17K	0.2%
American Funds Growth - Income Mutual Funds	Mutual Funds	—	—	$17K	0.2%
T.Rowe Price International Stock Mutual Funds	Other securities	—	—	$16K	0.2%
Fidelity Contrafund Portfolio Mutual Funds	Mutual Funds	—	—	$16K	0.1%
Delaware VIP Small Cap Value Mutual Funds	Other securities	—	—	$16K	0.1%
Lincoln VIP T. Rowe Price Structured Mutual Funds	Other securities	—	—	$15K	0.1%
American Funds International Mutual Funds	Mutual Funds	—	—	$14K	0.1%
American Century Emerging Markets R6 Mutual Funds	Other securities	—	—	$12K	0.1%
American Funds Global Growth Fund Mutual Funds	Mutual Funds	—	—	$11K	0.1%
Lincoln VIP Dimensional US Core Equity Mutual Funds	Mutual Funds	—	—	$10K	<0.1%
PGIM High Yield Fund Mutual Funds	Other securities	—	—	$10K	<0.1%
American Century VP Balanced Fund Mutual Funds	Other securities	—	—	$8K	<0.1%
AB VPS Large Cap Growth Port Mutual Funds	Other securities	—	—	$8K	<0.1%
Lincoln VIP Global Growth Allocation Mutual Funds	Other securities	—	—	$7K	<0.1%