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Original filing (PDF)20251007114801NAL0002435731001
POINT32HEALTH
Form 5500
FILING_RECEIVED
POINT32HEALTH 401(K) PLAN
401(k) retirement plan
Active participants
4,237
Accounts w/ balance
6,339
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
2 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POINT32HEALTH.
Plan sponsor
Name
POINT32HEALTH
EIN
04-2985923
Address
705 MOUNT AUBURN STREET · WATERTOWN, MA · 02472
Phone
(617) 972-9400
Industry
Finance & Insurancesee 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
2025-10-07
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
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$1.5M | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $445K | — |
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISOR | $77K | — |
Investments
40 direct securities · 2 pooled funds· $1.4B(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
$1.2B
38 holdings
Common Collective Trusts
$60.4M
1 holding
Common Collective Trust
$60.4M
1 holding
Mutual Funds
$37.5M
1 holding
Pooled Separate Account
$964K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | — | — | — | $197.8M | 14.9% | |
| Harbor Funds Capital Appreciation Fund | — | — | — | $173.9M | 13.1% | |
| Fidelity FREEDOM 2030 | — | — | — | $81.9M | 6.2% | |
| Fidelity FREEDOM 2040 | — | — | — | $81.1M | 6.1% | |
| Fidelity FREEDOM 2035 | — | — | — | $75.2M | 5.7% | |
| Fidelity FREEDOM 2050 | — | — | — | $67.9M | 5.1% | |
| Galliard Stable Return E | Common Collective Trusts | — | — | $60.4M | 4.5% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $60.4M | 4.5% | |
| Fidelity FREEDOM 2045 | — | — | — | $59.7M | 4.5% | |
| Fidelity FREEDOM 2055 | — | — | — | $49.8M | 3.7% | |
| Fidelity FREEDOM 2025 | — | — | — | $45.9M | 3.5% | |
| Fidelity FID LOW PRICED STK – * Fidelity LPS POOL CLASS A | — | — | — | $44.5M | 3.3% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $37.5M | 2.8% | |
| Fidelity FID INTL INDEX | — | — | — | $28.9M | 2.2% | |
| Parnassus Core Equity Fund - Investor Shares | — | — | — | $28.3M | 2.1% | |
| American Funds EuroPacific Growth Fund, shares | — | — | — | $28.3M | 2.1% | |
| Fidelity FREEDOM 2020 | — | — | — | $27.1M | 2.0% | |
| Fidelity FREEDOM 2060 | — | — | — | $26.7M | 2.0% | |
| Fidelity FID EXTD MKT IDX | — | — | — | $25.9M | 1.9% | |
| Baron Small Cap R6 | — | — | — | $25.3M | 1.9% | |
| Fidelity FID US BOND IDX | — | — | — | $21.4M | 1.6% | |
| JP Morgan Equity Fund | — | — | — | $17.3M | 1.3% | |
| Fidelity Small Cap Value Fund | — | — | — | $13.5M | 1.0% | |
| FIMM GOVT INST | — | — | — | $11.6M | 0.9% | |
| LD ABT High Yield bond – GQG Emerging Markets Eq R6 | — | — | — | $11.5M | 0.9% | |
| MFS Mid CAp Growth Fund | — | — | — | $10.6M | 0.8% | |
| CREF Stock | — | — | — | $6.3M | 0.5% | |
| CREF Growth | — | — | — | $6.1M | 0.5% | |
| Fidelity FREEDOM INCOME FUND | — | — | — | $6.0M | 0.5% | |
| CREF Equity Index | — | — | — | $5.9M | 0.4% | |
| Fidelity FREEDOM 2065 | — | — | — | $5.8M | 0.4% | |
| TIAA Traditional Non-Benefit * TIAA Traditional Responsive Annuity Contract | — | — | — | $4.2M | 0.3% | |
| Fidelity FREEDOM 2015 | — | — | — | $3.5M | 0.3% | |
| Vanguard Inflation Prot Adm | — | — | — | $2.9M | 0.2% | |
| CREF Global Equities | — | — | — | $2.5M | 0.2% | |
| PIF Real Estate Real Estate Fund | — | — | — | $2.3M | 0.2% | |
| TIAA-CREF variable annuity contracts CREF Money Market | — | — | — | $1.8M | 0.1% | |
| CREF Social Choice | — | — | — | $1.5M | 0.1% | |
| CREF Core Bond | — | — | — | $988K | <0.1% | |
| TIAA-CREF REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $964K | <0.1% | |
| CREF Inflation-Linked Bond | — | — | — | $408K | <0.1% | |
| Fidelity GOVT MMRK PRM | — | — | — | $65K | <0.1% |
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