· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MERRIMACK VALLEY AREA TRANSPORTATION COMPANY — MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K), Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250513093018NAL0017631265001
MERRIMACK VALLEY AREA TRANSPORTATION COMPANY
Form 5500-SF
FILING_RECEIVED
MERRIMACK VALLEY AREA TRANSPORTATION COMPANY 401(K)
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
147
Accounts w/ balance
74
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MERRIMACK VALLEY AREA TRANSPORTATION COMPANY
.
Find decision makers
Plan sponsor
Name
MERRIMACK VALLEY AREA TRANSPORTATION COMPANY
EIN
04-2777534
Address
85 RAILROAD AVENUE · HAVERHILL, MA · 01835
Phone
(978) 469-6878
Industry
Transportation & Warehousing
see all
Plan administrator
Name
THE ANGELL PENSION GROUP INC
EIN
04-2530412
City
EAST PROVIDENCE, RI
Phone
(401) 438-9250
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Transportation & Warehousing plans
BERKSHIRE TRANSIT MANAGEMENT, INC.
BERKSHIRE TRANSIT MANAGEMENT, INC. UNION 401(K) PLAN
$3.1M · 59 participants
R. W. SMITH & COMPANY, INC.
R. W. SMITH & COMPANY, INC. 401(K) PLAN
$3.6M · 12 participants
M & J BUS, INC.
M & J BUS, INC. 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 508 participants
BICYCLE TRANSIT SYSTEMS, INC.
BICYCLE TRANSIT SYSTEMS 401(K) PLAN
$3.7M · 154 participants
AUTOPISTAS METROPOLITANAS DE PUERTO RICO, LLC
METROPISTAS SAVINGS & RETIREMENT PLAN
80
Knocking points off
No independent qualified public accountant (IQPA) named.
50% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.7M · 92 participants
POWELL PETERSEN, INC.
POWELL PETERSEN, INC. 401(K) PROFIT SHARING PLAN
$3.8M · 4 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
