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Original filing (PDF)20250711145121NAL0004300243001
OFFICEWORKS, INC.
Form 5500
FILING_RECEIVED
OFFICE WORKS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
163
Accounts w/ balance
187
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
36 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OFFICEWORKS, INC..
Plan sponsor
Name
OFFICEWORKS, INC.
EIN
04-3266064
Address
149 MIDDLESEX TURNPIKE · BURLINGTON, MA · 01803
Phone
(781) 270-9000
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
2025-07-11
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
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)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORD KEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | — | FAIRFIELD, IA | BROKER DEALER OF ADVISOR | $39K | — |
Investments
35 direct securities· $17.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund " | — | — | — | $3.6M | 20.3% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $3.2M | 18.2% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $2.7M | 15.2% | |
| Vanguard Target Retirement 2055 Fund " | — | — | — | $1.8M | 10.0% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $1.1M | 6.1% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $945K | 5.3% | |
| Vanguard 500 Index Fund Admiral Shares " | — | — | — | $586K | 3.3% | |
| Fidelity Advisor Growth Opportunity Fund " | — | — | — | $446K | 2.5% | |
| JPMorgan Large Cap Growth Fund Class R6 " | — | — | — | $427K | 2.4% | |
| Vanguard Growth Index Fund Admiral Shares " | — | — | — | $422K | 2.4% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $224K | 1.3% | |
| Vanguard Mid Cap Index Fund " | — | — | — | $216K | 1.2% | |
| Vanguard Total Bond Market Index Fund " | — | — | — | $189K | 1.1% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $177K | 1.0% | |
| Vanguard Cash Reserves Federal Money Market Fund Mutual fund | — | — | — | $174K | 1.0% | |
| Participant loans (4.25% - 9.50%) - | — | — | — | $152K | 0.9% | |
| Vanguard Dividend Growth Fund Investor Shares " | — | — | — | $137K | 0.8% | |
| JPMorgan Mid Cap Growth Fund Class R6 " | — | — | — | $111K | 0.6% | |
| The Hartford Equity Income Fund Class R5 " | — | — | — | $110K | 0.6% | |
| Vanguard Small Cap Index Fund Admiral Shares " | — | — | — | $104K | 0.6% | |
| MFS New Discovery Value Fund Class R6 " | — | — | — | $92K | 0.5% | |
| PIMCO Total Return Fund Class I-2 " | — | — | — | $90K | 0.5% | |
| JPMorgan Global Bond Opportunities Fund Class R6 " | — | — | — | $88K | 0.5% | |
| Dodge & Cox International Stock Fund Class I " | — | — | — | $86K | 0.5% | |
| Hartford Schroders International Stock Fund Class SDR " | — | — | — | $83K | 0.5% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $70K | 0.4% | |
| American Funds New World Fund® Class R-5 " | — | — | — | $70K | 0.4% | |
| Janus Henderson Venture Fund Class N " | — | — | — | $49K | 0.3% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $31K | 0.2% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $24K | 0.1% | |
| Principal High Yield Fund Institutional Class " | — | — | — | $24K | 0.1% | |
| MFS Mid Cap Value Fund Class R6 " | — | — | — | $21K | 0.1% | |
| Macquarie Floating Rate Fund Institutional Class " | — | — | — | $19K | 0.1% | |
| Vanguard Value Index Fund Admiral Shares " | — | — | — | $13K | <0.1% | |
| American Century Mid Cap Value Fund R6 Class " | — | — | — | $7K | <0.1% |
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