How big is Cummings Properties, LLC's plan?

Cummings Properties, LLC's plan reported $94.5M in assets and 551 participants for 2024.

Original filing (PDF)20250708112326NAL0002210307001

Cummings Properties, LLC

Name: Cummings Properties, LLC — Cummings Properties, LLC, Form 5500 (2024)
Creator: Cummings Properties, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cummings Properties, LLC 401(k) Plan

401(k) retirement plan · Cummings Properties, LLC's Cummings Properties, LLC 401(k) Plan held $94.5M in plan assets for 551 participants in 2024, with Fidelity as recordkeeper.

Active participants

551

Accounts w/ balance

629

Plan assets (EOY)

$94.5M

Net assets (EOY)

$94.5M

People on this filing

William Grant signed Cummings Properties, LLC's 2024 Form 5500 as plan administrator.

William Grant — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cummings Properties, LLC's EIN is 04-2916271.

EIN 04-2916271

Plan number 002

Plan year 2024

ACK ID 20250708112326NAL0002210307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cummings Properties, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cummings Properties, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CUMMINGS PROPERTIES, LLC.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

CUMMINGS PROPERTIES, LLC

EIN

all filings

Address

200 WEST CUMMINGS PARK · WOBURN, MA · 01801

Phone

(781) 935-8000

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$43K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
LITMANGERSON ASSOCIATES, LLP	04-2694095	—	PLAN ADMINISTRATOR	$11K	—

Investments

34 direct securities· $92.6M(98% of reported assets)

Mutual Funds

$79.3M

24 holdings

Common Collective Trusts

$9.0M

7 holdings

Other securities

$4.2M

2 holdings

Participant loans

$71K

1 holding

					% of plan
Fidelity Contrafund K6	Mutual Funds	—	—	$10.5M	11.1%
Fidelity Freedom 2030 Fund K6	Mutual Funds	—	—	$9.0M	9.5%
Fidelity Growth Discovery Fund K	Mutual Funds	—	—	$7.3M	7.7%
Fidelity Freedom 2040 Fund K6	Mutual Funds	—	—	$6.8M	7.2%
Fidelity Freedom 2035 Fund K6	Mutual Funds	—	—	$6.3M	6.7%
Fidelity Freedom 2025 Fund K6	Mutual Funds	—	—	$5.5M	5.8%
Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$3.8M	4.0%
Fidelity Low-Priced Stock Fund K6	Mutual Funds	—	—	$3.7M	4.0%
Fidelity Mid-Cap Stock Fund K6	Mutual Funds	—	—	$3.3M	3.5%
Victory Sycamore Established Value Fund R6	Other securities	—	—	$3.3M	3.4%
Fidelity Diversified International Fund K6	Mutual Funds	—	—	$3.2M	3.4%
Fidelity Freedom 2050 Fund K6	Mutual Funds	—	—	$3.1M	3.3%
Fidelity Freedom 2045 Fund K6	Mutual Funds	—	—	$2.8M	3.0%
Fidelity Government Money Market Fund K6	Mutual Funds	—	—	$2.6M	2.8%
American Funds American Mutual Fund R6	Mutual Funds	—	—	$2.6M	2.7%
Fidelity Balanced Fund K6	Mutual Funds	—	—	$2.5M	2.7%
Fidelity US Sustainability Index Fund	Common Collective Trusts	—	—	$2.2M	2.4%
Fidelity Freedom 2055 Fund K6	Mutual Funds	—	—	$2.0M	2.1%
Vanguard Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.9M	2.1%
Fidelity Freedom 2020 Fund K6	Mutual Funds	—	—	$1.8M	1.9%
Fidelity Total Bond Fund K6	Mutual Funds	—	—	$1.7M	1.8%
Fidelity Freedom 2065 Fund K6	Mutual Funds	—	—	$1.4M	1.5%
Fidelity Freedom 2060 Fund K6	Mutual Funds	—	—	$1.3M	1.4%
T. Rowe Price Dividend Growth Fund I	Other securities	—	—	$928K	1.0%
Fidelity Freedom 2015 Fund K6	Mutual Funds	—	—	$691K	0.7%
Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$598K	0.6%
Invesco EQV Emerging Markets All Cap Fund R6	Mutual Funds	—	—	$554K	0.6%
Fidelity Freedom 2010 Fund K6	Mutual Funds	—	—	$407K	0.4%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$252K	0.3%
Fidelity Freedom Income Fund K6	Mutual Funds	—	—	$221K	0.2%
Fidelity International Index Fund	Common Collective Trusts	—	—	$135K	0.1%
Participant loans	Participant loans	—	—	$71K	<0.1%
Fidelity International Sustainability Index Fund	Common Collective Trusts	—	—	$49K	<0.1%
Fidelity Freedom 2070 Fund K6	Mutual Funds	—	—	$459	<0.1%