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Original filing (PDF)20250930112446NAL0012184913001
LINEDATA SERVICES, INC.
Form 5500
FILING_RECEIVED
LINEDATA SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
153
Accounts w/ balance
276
Plan assets (EOY)
$62.7M
Net assets (EOY)
$62.7M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINEDATA SERVICES, INC..
Plan sponsor
Name
LINEDATA SERVICES, INC.
EIN
04-2905489
Address
260 FRANKLIN STREET · SUITE 1300 · BOSTON, MA · 02110
Phone
(617) 912-4735
Industry
Professional & Technical Servicessee all
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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$49K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | 36-4291971 | — | INVESTMENT ADVISOR | $60K | — |
Investments
30 direct securities · 1 pooled fund· $62.7M(100% 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
$61.6M
30 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par or Maturity Value Cost ** Value * Fidelity 500 Index Fund | — | — | — | $12.5M | 20.0% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund Advisor Class | — | — | — | $8.4M | 13.4% | |
| Fidelity Advisor Freedom 2040 Fund Institutional Class | — | — | — | $4.2M | 6.6% | |
| Fidelity Advisor Freedom 2035 Fund Institutional Class | — | — | — | $4.0M | 6.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $3.5M | 5.5% | |
| Fidelity Advisor International Growth Z | — | — | — | $2.4M | 3.9% | |
| Columbia Dividend Income Fund Advisor Class | — | — | — | $2.3M | 3.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $2.2M | 3.5% | |
| Fidelity Advisor Freedom 2050 Fund Institutional Class | — | — | — | $2.2M | 3.5% | |
| Fidelity Advisor Freedom 2045 Fund Institutional Class | — | — | — | $2.0M | 3.3% | |
| Fidelity Advisor Strategic Income Fund-Class I | — | — | — | $2.0M | 3.2% | |
| Fidelity Advisor Freedom 2030 Fund Institutional Class | — | — | — | $2.0M | 3.1% | |
| Fidelity Advisor Total Bond I | — | — | — | $1.5M | 2.5% | |
| Loomis Sayles Loomis Sayles Small Cap Growth Fund Retail Class | — | — | — | $1.5M | 2.4% | |
| MFS Mid Cap Growth R6 | — | — | — | $1.5M | 2.4% | |
| Fidelity Advisor Freedom 2055 Fund Institutional Class | — | — | — | $1.3M | 2.1% | |
| Fidelity Advisor Freedom 2025 Fund Institutional Class | — | — | — | $1.3M | 2.0% | |
| American Funds AF New World Fund R4 | — | — | — | $1.2M | 1.8% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.1M | 1.8% | |
| Victory Sycamore Victory Sycamore Established Value Fund Class I | — | — | — | $976K | 1.6% | |
| Allspring Special Small Cap Value R6 | — | — | — | $938K | 1.5% | |
| DWS RREEF Real Estate Securities Fund - Class Instl | — | — | — | $925K | 1.5% | |
| Fidelity Government Money Market | — | — | — | $852K | 1.4% | |
| Fidelity Advisor Freedom 2015 Fund Institutional Class | — | — | — | $562K | 0.9% | |
| Fidelity Advisor Freedom 2010 Fund Institutional Class | — | — | — | $358K | 0.6% | |
| Participants Interest Rates of 4.25% to 9.50% - | — | — | — | $327K | 0.5% | |
| Calvert US Large Cap Core Responsible Index Fund | — | — | — | $289K | 0.5% | |
| Fidelity Advisor Freedom 2060 Fund Institutional Class | — | — | — | $203K | 0.3% | |
| Fidelity Advisor Freedom 2065 Fund Institutional Class | — | — | — | $83K | 0.1% | |
| Fidelity Advisor Freedom Income Fund Institutional Class | — | — | — | $77K | 0.1% | |
| Fidelity Advisor Freedom 2020 Fund Institutional Class | — | — | — | $45K | <0.1% |