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Original filing (PDF)20251015141434NAL0009663362001
BROOKLINE BANCORP, INC.
Form 5500
FILING_RECEIVED
BROOKLINE BANCORP 401(K) PLAN
401(k) retirement plan
Active participants
998
Accounts w/ balance
1,326
Plan assets (EOY)
$168.7M
Net assets (EOY)
$168.7M
How this plan invests
This plan
4 pooled trusts
Schedule D
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
Helping the score
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROOKLINE BANCORP, INC..
Plan sponsor
Name
BROOKLINE BANCORP, INC.
EIN
04-3402944
Address
PO BOX 179179 · BOSTON, MA · 021179179
Phone
(617) 927-4848
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$174K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $80K | — |
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | ADVISOR | $63K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $39K | — |
Investments
34 direct securities · 4 pooled funds· $177.3M(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
$121.2M
32 holdings
Mutual Funds
$27.9M
1 holding
Common Collective Trust
$21.1M
4 holdings
Common Collective Trusts
$7.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES / UNITS * Fidelity Investments 500 Index Fund Investor Class | Mutual Funds | — | $137K | $27.9M | 16.6% | |
| Fidelity Investments Contrafund | — | — | $1.1M | $23.9M | 14.2% | |
| JPMorgan SmartRetirement 2030 Fund Class R5 | — | — | $608K | $11.2M | 6.6% | |
| JPMorgan SmartRetirement 2035 Fund Class R5 | — | — | $394K | $7.8M | 4.6% | |
| JPMorgan SmartRetirement 2025 Fund Class R5 | — | — | $459K | $7.7M | 4.5% | |
| Galliard Stable Return Fund M | Common Collective Trusts | — | $124K | $7.1M | 4.2% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $7.1M | 4.2% | |
| JPMorgan SmartRetirement 2040 Fund Class R5 | — | — | $322K | $7.0M | 4.1% | |
| JPMorgan SmartRetirement 2045 Fund Class R5 | — | — | $306K | $6.7M | 4.0% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | $392K | $5.8M | 3.4% | |
| JPMorgan SmartRetirement 2050 Fund Class R5 | — | — | $231K | $5.2M | 3.1% | |
| American Century Small Cap Growth Fund R6 | — | — | $216K | $5.0M | 3.0% | |
| MFS Value Fund Class R3 | — | — | $103K | $5.0M | 2.9% | |
| Putnam Large Cap Value R1 | — | — | $213K | $4.6M | 2.7% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $4.6M | 2.7% | |
| JPMorgan SmartRetirement 2055 Fund Class I | — | — | $166K | $4.5M | 2.7% | |
| JPMorgan Mid Cap Growth Fund Class I | — | — | $86K | $4.3M | 2.5% | |
| Fidelity Investments International Index Fund Premium Class | — | — | $89K | $4.2M | 2.5% | |
| Fidelity Total Bond Fund | — | — | $433K | $4.1M | 2.4% | |
| JPMorgan SmartRetirement Income R5 | — | — | $241K | $3.7M | 2.2% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | $276K | $3.6M | 2.1% | |
| Allspring Special Small Cap Value Fund Class R6 | — | — | $81K | $3.3M | 1.9% | |
| Vanguard Federal Money Market Fund | — | — | $2.9M | $2.9M | 1.7% | |
| Fidelity Investments Small Cap Index Fund | — | — | $73K | $2.0M | 1.2% | |
| MFS Mid Cap Value Fund Class R3 | — | — | $65K | $2.0M | 1.2% | |
| Fidelity Investments U.S. Bond Index Fund Investor Class | — | — | $172K | $1.8M | 1.0% | |
| JPMorgan SmartRetirement 2060 Fund Class R5 | — | — | $73K | $1.7M | 1.0% | |
| Fidelity Investments Mid Cap Index Fund | — | — | $43K | $1.4M | 0.9% | |
| PIMCO Income Fund Institutional Class | — | — | $117K | $1.2M | 0.7% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS Bank of America Corporation Common Stock | — | — | $2K | $101K | <0.1% | |
| BP Plc - ADR Common Stock 930 | — | — | — | $27K | <0.1% | |
| General Electric Company Common Stock 148 | — | — | — | $25K | <0.1% | |
| Fidelity Investments Cash Reserves Fund Common Stock | — | — | $18K | $18K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | $15K | $15K | <0.1% | |
| General Electric Vernova Common Stock 36 | — | — | — | $12K | <0.1% | |
| General Electric Healthcare Technologies Co Common Stock 48 | — | — | — | $4K | <0.1% | |
| The Coca-Cola Co Common Stock 41 | — | — | — | $3K | <0.1% | |
| Wabtec Corporation Common Stock 6 | — | — | — | $1K | <0.1% |
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