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Original filing (PDF)20251009153305NAL0007220561001
ONBOARD PARTNERS LLC
Form 5500
FILING_RECEIVED
ONBOARD PARTNERS 401(K) PLAN
401(k) retirement plan
Active participants
101
Accounts w/ balance
138
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONBOARD PARTNERS LLC.
Plan sponsor
Name
ONBOARD PARTNERS LLC
EIN
04-3195818
Address
855 BOYLSTON ST · BOSTON, MA · 02116
Phone
(617) 262-7500
Industry
Professional & Technical Servicessee 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
2025-10-09
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
Investments
29 direct securities · 1 pooled fund· $24.8M(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
$23.4M
29 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Fund " | — | — | — | $3.5M | 13.9% | |
| JP Morgan Growth Advantage Fund " | — | — | — | $3.2M | 12.8% | |
| Fidelity Freedom Index 2030 Fund " | — | — | — | $2.7M | 11.0% | |
| Fidelity Freedom Index 2035 Fund " | — | — | — | $2.7M | 10.8% | |
| Fidelity Government Money Market Fund " ** 5 * Fidelity 500 Index Fund " | — | — | — | $2.6M | 10.3% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.4M | 5.4% | |
| Fidelity Freedom Index 2045 Fund " | — | — | — | $1.2M | 4.9% | |
| Fidelity Freedom Index 2055 Fund " | — | — | — | $828K | 3.3% | |
| Dodge & Cox Stock Fund " | — | — | — | $756K | 3.0% | |
| Janus Henderson Triton Fund " | — | — | — | $731K | 2.9% | |
| Fidelity Freedom Index 2050 Fund " | — | — | — | $649K | 2.6% | |
| Fidelity Freedom Index 2025 Fund " | — | — | — | $495K | 2.0% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $479K | 1.9% | |
| MFS Mid Cap Value Fund " | — | — | — | $459K | 1.8% | |
| Dodge & Cox Income Fund Mutual fund | — | — | — | $437K | 1.8% | |
| Franklin Small Cap Value Fund " | — | — | — | $344K | 1.4% | |
| Fidelity Emerging Markets Index Fund " | — | — | — | $321K | 1.3% | |
| MFS Mid Cap Growth Fund " | — | — | — | $309K | 1.2% | |
| Fidelity Freedom Index 2015 Fund " | — | — | — | $303K | 1.2% | |
| Participant loans (5.25% - 10.50%) - | — | — | — | $271K | 1.1% | |
| Fidelity International Index Fund " | — | — | — | $235K | 0.9% | |
| Fidelity Real Estate Index Fund " | — | — | — | $184K | 0.7% | |
| Fidelity Small Cap Index Fund " | — | — | — | $174K | 0.7% | |
| Fidelity Freedom Index 2060 Fund " | — | — | — | $164K | 0.7% | |
| Fidelity Freedom Index 2020 Fund " | — | — | — | $162K | 0.7% | |
| Fidelity Inflation-Protected Bond Index Fund " | — | — | — | $144K | 0.6% | |
| Fidelity Advisor Government Income Fund " | — | — | — | $80K | 0.3% | |
| PIMCO Diversified Income Fund " | — | — | — | $51K | 0.2% | |
| Fidelity Freedom Index 2065 Fund " | — | — | — | $6K | <0.1% | |
| Fidelity Freedom Index 2010 Fund " | — | — | — | $1K | <0.1% |
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