· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRIGHAM/FAULKNER OB/GYN ASSOCIATES, P.C. — BRIGHAM/FAULKNER OB/GYN ASSOCIATES, P.C. RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250425081414NAL0005025619001
BRIGHAM/FAULKNER OB/GYN ASSOCIATES, P.C.
Form 5500-SF
FILING_RECEIVED
BRIGHAM/FAULKNER OB/GYN ASSOCIATES, P.C. RETIREMENT TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
13
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRIGHAM/FAULKNER OB/GYN ASSOCIATES, P.C.
.
Find decision makers
Plan sponsor
Name
BRIGHAM/FAULKNER OB/GYN ASSOCIATES, P.C.
EIN
04-3262646
Address
1153 CENTRE STREET · SUITE 36 · BOSTON, MA · 02130
Phone
(617) 983-7003
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-04-25
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
THE MADISON PHYSICIANS
THE MADISON PHYSICIANS, LLP 401(K) PLAN
$6.4M · 18 participants
DALLAS CARDIAC ASSOCIATES PA
DALLAS CARDIAC ASSOCIATES PA 401(K) PROFIT SHARING PLAN & TRUST
$6.5M · 10 participants
DRS. FEAGIN, GEE AND DAHL, PC
DRS. FEAGIN, GEE AND DAHL PC PROFIT SHARING PLAN & TRUST
$6.4M · 21 participants
HANY S. AZIZ, M.D., INC.
HANY S. AZIZ, M.D., INC. 401(K) PROFIT SHARING PLAN
$6.5M · 5 participants
BRICKTOWN MEDICAL GROUP, P.A.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BRICKTOWN MEDICAL GROUP, P.A. PROFIT SHARING PLAN
$6.4M · 12 participants
HMT DERMATOLOGY ASSOCIATES, INC.
TRILLIUM CREEK 401(K) PLAN
$6.4M · 139 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
