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Original filing (PDF)20250408091502NAL0011033235001
BOSTON CHILDRENS HEART FOUNDATION, INC.
Form 5500
FILING_RECEIVED
BOSTON CHILDREN'S HEART FOUNDATION RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
95
Accounts w/ balance
131
Plan assets (EOY)
$66.8M
Net assets (EOY)
$66.8M
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 (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
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOSTON CHILDRENS HEART FOUNDATION, INC..
Plan sponsor
Name
BOSTON CHILDRENS HEART FOUNDATION, INC.
EIN
04-2790699
Address
300 LONGWOOD AVENUE · BOSTON, MA · 021155724
Phone
(617) 355-4895
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-04-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
BAKER NEWMAN & NOYES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INS AND ANNUITY | 13-1624203 | — | CUSTODIAN | $21K | — |
Investments
1 pooled fund· $1.4M(2% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $1.4M | 2.1% |