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Original filing (PDF)20250603095933NAL0018233936001
ACTON MEDICAL ASSOCIATES, P.C.
Form 5500
FILING_RECEIVED
ACTON MEDICAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
163
Accounts w/ balance
281
Plan assets (EOY)
$37.7M
Net assets (EOY)
$37.7M
How this plan invests
This plan
29 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 (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACTON MEDICAL ASSOCIATES, P.C..
Plan sponsor
Name
ACTON MEDICAL ASSOCIATES, P.C.
EIN
04-3038356
Address
321 MAIN STREET · ACTON, MA · 01720
Phone
(978) 635-8800
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-06-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | — | KINGSTON, NH | RECORDKEEPER | $11K | — |
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RECORDKEEPER | $12 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | CONTRACT ADMIN | $12K | — |
Investments
29 direct securities· $37.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund " | — | — | — | $8.4M | 22.3% | |
| T Rowe Price Retirement 2015 Fund " ** 448 T Rowe Price Retirement 2020 Fund " | — | — | — | $4.2M | 11.1% | |
| T Rowe Price Retirement 2030 Fund " | — | — | — | $3.8M | 10.1% | |
| T Rowe Price Retirement 2040 Fund " | — | — | — | $3.7M | 9.8% | |
| T Rowe Price Retirement 2035 Fund " | — | — | — | $3.2M | 8.6% | |
| Standard Stable Asset Fund II Guaranteed account | — | — | — | $2.0M | 5.4% | |
| T Rowe Price Retirement 2050 Fund " | — | — | — | $1.5M | 4.1% | |
| T Rowe Price Retirement 2045 Fund " | — | — | — | $1.2M | 3.3% | |
| T Rowe Price Retirement 2055 Fund " | — | — | — | $994K | 2.6% | |
| T Rowe Price Retirement 2025 Fund " | — | — | — | $891K | 2.4% | |
| Vanguard Total Bond Market Index Fund " | — | — | — | $832K | 2.2% | |
| Vanguard Total International Index Fund " | — | — | — | $829K | 2.2% | |
| PGIM High Yield Fund " | — | — | — | $767K | 2.0% | |
| Putnam Large Cap Value Fund " | — | — | — | $709K | 1.9% | |
| DFA Inflation-Protected Securities Fund " | — | — | — | $517K | 1.4% | |
| T Rowe Price Retirement 2060 Fund " | — | — | — | $482K | 1.3% | |
| Driehaus Emerging Markets Growth Fund " | — | — | — | $461K | 1.2% | |
| Fidelity Small Cap Index Fund " | — | — | — | $454K | 1.2% | |
| iShares MSCI EAFE International Index Fund " | — | — | — | $449K | 1.2% | |
| Allspring Special Mid Cap Value Fund " | — | — | — | $428K | 1.1% | |
| JP Morgan Growth Advantage Fund " | — | — | — | $375K | 1.0% | |
| Cohen & Seers Real Estate Securities Fund " | — | — | — | $367K | 1.0% | |
| JPMorgan Government Bond Fund " | — | — | — | $227K | 0.6% | |
| Participant loans (4.25%-9.50%) - | — | — | — | $186K | 0.5% | |
| MFS Mid Cap Growth Fund " | — | — | — | $179K | 0.5% | |
| T Rowe Price Retirement 2005 Fund " | — | — | — | $162K | 0.4% | |
| T Rowe Price Retirement 2065 Fund " | — | — | — | $93K | 0.2% | |
| T Rowe Price Retirement 2010 Fund " | — | — | — | $43K | 0.1% | |
| JPMorgan US Government Money Market Capital Fund Mutual fund | — | — | — | $34K | <0.1% |