Original filing (PDF)20251003154321NAL0001578049001

BOSTON HEALTHCARE FOR HOMELESS

Name: BOSTON HEALTHCARE FOR HOMELESS — BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BOSTON HEALTHCARE FOR HOMELESS

Form 5500

FILING_RECEIVED

BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

432

Accounts w/ balance

470

Plan assets (EOY)

$22.0M

Net assets (EOY)

$22.0M

How this plan invests

This plan

18 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOSTON HEALTHCARE FOR HOMELESS.

Plan sponsor

Name

BOSTON HEALTHCARE FOR HOMELESS

EIN

04-3160480

Address

780 ALBANY ST · BOSTON, MA · 02118

Phone

(857) 654-1200

Industry

Outpatient Care Centers· 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

2025-10-03

Pension benefit codes

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

AAFCPAS, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$38K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES LLC	—	NEW YORK, NY	INVESTMENT ADVISOR	$20K	—

Investments

18 direct securities· $21.3M(97% of reported assets)

					% of plan
Party-in- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value AB Large Cap Growth Fund Class Z Mutual Fund	Other securities	—	—	$4.2M	19.1%
Guaranteed Income Fund Fixed Annuity Contract	Other securities	—	—	$3.8M	17.3%
MFS International Diversification Fund Class Mutual Fund	Other securities	—	—	$3.0M	13.7%
BlackRock Total Return K Mutual Fund	Other securities	—	—	$2.5M	11.1%
JP Morgan Equity Income Fund Mutual Fund	Other securities	—	—	$1.9M	8.5%
Vanguard 500 Index Fund Admiral Mutual Fund	Other securities	—	—	$1.9M	8.5%
JP Morgan Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$752K	3.4%
Fidelity Advisor Small Cap Value Fund Class Z Mutual Fund	Other securities	—	—	$669K	3.0%
American Century Mid Cap Value Fund R6 Mutual Fund	Other securities	—	—	$664K	3.0%
Vanguard Mid Cap Index Fund Mutual Fund	Other securities	—	—	$408K	1.9%
Vanguard Small Cap Index Admiral Mutual Fund	Other securities	—	—	$361K	1.6%
Vanguard Total Stock Market Index Fund Mutual Fund	Other securities	—	—	$293K	1.3%
Vanguard Total Bond Index Mutual Fund	Other securities	—	—	$290K	1.3%
through December 2029 -	Other securities	—	—	$226K	1.0%
MFS Global Equity Fund R6 Mutual Fund	Other securities	—	—	$168K	0.8%
Parnassus Core Equity Fund Mutual Fund	Other securities	—	—	$134K	0.6%
Vanguard Inflation Protected Securities Fund Mutual Fund	Other securities	—	—	$123K	0.6%
Pioneer Balanced ESG K Mutual Fund	Other securities	—	—	$28K	0.1%