Back to filter
Original filing (PDF)20250522005426NAL0002297233001
COMPETE, INC.
Form 5500-SF
FILING_RECEIVED
COMPETE INC., 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
6
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- Only 35% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPETE, INC..
Plan sponsor
Name
COMPETE, INC.
EIN
04-3465587
Address
299 WEST MAIN ST · NORTHBOROUGH, MA · 01532
Phone
(508) 393-8889
Industry
Accommodation & Food 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
2025-05-22
Pension benefit codes
2E · Profit-sharing
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)
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Accommodation & Food Services plans
SCHLOW RESTAURANT GROUP, LLC
SCHLOW RESTAURANT GROUP 401(K) PLAN
$1.2M · 119 participants
ALGONQUIN RESTAURANT CORP
ALGONQUIN RESTAURANT CORP CASH BALANCE PENSION PLAN
$1.2M · 10 participants
BAKE N BROIL, INC.
BAKE N BROIL, INC. 401K PLAN
$1.2M · 39 participants
TOMKATS MANAGEMENT GROUP, LLC
TOMKATS MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.2M · 123 participants
FARMLAND TACO TICO, INC.
FARMLAND TACO TICO, INC. SAFE HARBOR 401(K) PLAN
$1.2M · 12 participants
CCG EMPLOYEE LEASING, LLC
THE CULINARY CREATIVE GROUP 401(K) PLAN
$1.2M · 493 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