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Original filing (PDF)20251014111136NAL0002603921001
VANASSE HANGEN BRUSTLIN, INC.
Form 5500
FILING_RECEIVED
VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,079
Accounts w/ balance
2,686
Plan assets (EOY)
$464.0M
Net assets (EOY)
$464.0M
How this plan invests
This plan
27 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VANASSE HANGEN BRUSTLIN, INC..
Plan sponsor
Name
VANASSE HANGEN BRUSTLIN, INC.
EIN
04-2931679
Address
101 WALNUT ST · WATERTOWN, MA · 02472
Phone
(617) 924-1770
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
VHB RETIREMENT PLAN COMMITTEE ADMINISTRATOR
EIN
88-3139135
City
WATERTOWN, MA
Phone
(617) 927-1770
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3H · Sponsor in controlled / affiliated group
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
PFK O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $585K | — |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | NONE | $103K | — |
| PKF O'CONNOR DAVIES LLP | — | DEPTFORD, NJ | NONE | $7K | — |
Investments
7 direct securities · 27 pooled funds· $465.6M(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.
Pooled Separate Account
$324.9M
26 holdings
Uncategorized
$76.5M
6 holdings
Mutual Funds
$55.7M
1 holding
Common Collective Trust
$8.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES/UNITS Fidelity Contrafund K6 1,793,106 | Mutual Funds | — | — | $55.7M | 12.0% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $55.0M | 11.9% | |
| GUARANTEED INTEREST ACCOUNT * SAGIC Diversified I Guaranteed Interest Account | — | — | — | $49.0M | 10.6% | |
| MASSMUTUAL SELECT TRP RETIRE 2040 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $32.1M | 6.9% | |
| MASSMUTUAL SELECT TRP RETIRE 2050 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $28.2M | 6.1% | |
| MASSMUTUAL SELECT TRP RETIRE 2030 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $24.8M | 5.3% | |
| MASSMUTUAL SELECT TRP RETIRE 2055 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $20.2M | 4.3% | |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $19.9M | 4.3% | |
| MASSMUTUAL SELECT TRP RETIRE 2045 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $17.6M | 3.8% | |
| MASSMUTUAL SELECT TRP RETIRE 2035 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $17.5M | 3.8% | |
| T. ROWE PRICE NEW HORIZONS I T. ROWE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $15.6M | 3.4% | |
| MASSMUTUAL SELECT TRP RETIRE 2060 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $14.0M | 3.0% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $13.5M | 2.9% | |
| MASSMUTUAL MID CAP GROWTH I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $10.8M | 2.3% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $9.9M | 2.1% | |
| Goldman Sachs Small Cap Value Insights R6 162,511 | — | — | — | $9.0M | 1.9% | |
| Calvert US Large Cap Core Responsible Index I 170,689 | — | — | — | $8.7M | 1.9% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $8.6M | 1.8% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $8.5M | 1.8% | |
| MASSMUTUAL SELECT TRP RETIRE 2025 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $8.3M | 1.8% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $7.2M | 1.6% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $6.7M | 1.4% | |
| Allspring Special Mid Cap Value Fund 117,148 | — | — | — | $5.6M | 1.2% | |
| MASSMUTUAL SELECT TRP RETIRE 2020 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $3.4M | 0.7% | |
| MASSMUTUAL SELECT TRP RETIRE 2010 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $3.3M | 0.7% | |
| INVESCO REAL ESTATE R6 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.8M | 0.6% | |
| MASSMUTUAL HIGH YIELD I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.6M | 0.6% | |
| Notes Receivable from Participants 10.50%) - | — | — | — | $2.6M | 0.6% | |
| MASSMUTUAL SELECT TRP RETIREMENT BA MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.7M | 0.4% | |
| Participant Loan Contributions Not Pending Repayments are Corrected Outside Corrected Correction in included: VFCP X - $ | — | — | — | $1.7M | 0.4% | |
| MASSMUTUAL SELECT TRP RETIRE 2015 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $687K | 0.1% | |
| PIMCO COMMODITY REAL RET STRAT INST MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $409K | <0.1% | |
| MASSMUTUAL STRATEGIC BOND I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL GROWTH OPPS I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |