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Original filing (PDF)20251013105543NAL0000511891001
DIMOCK COMMUNITY FOUNDATION
Form 5500
FILING_RECEIVED
DIMOCK COMMUNITY FOUNDATION 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
483
Accounts w/ balance
360
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
How this plan invests
This plan
66 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 69% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIMOCK COMMUNITY FOUNDATION.
Plan sponsor
Name
DIMOCK COMMUNITY FOUNDATION
EIN
04-3487827
Address
55 DIMOCK ST · ROXBURY, MA · 021191029
Phone
(617) 442-8800
Industry
Outpatient Care Centers· Health Care & Social Assistancesee 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $64K | — |
Investments
66 direct securities· $12.9M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor or Similar Party Par, or Maturity Value Cost Value Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $1.8M | 13.5% | |
| Lincoln VIP SSGA S&P 500 Index Variable Annuity | — | — | — | $1.5M | 11.7% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $972K | 7.4% | |
| Fixed Account Fixed Annuity Contract | — | — | — | $908K | 6.9% | |
| Vanguard 500 Index Admiral Class Mutual Fund | — | — | — | $794K | 6.1% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $760K | 5.8% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $630K | 4.8% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $598K | 4.6% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $439K | 3.4% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $369K | 2.8% | |
| Fidelity Contra Fund Portfolio Variable Annuity | — | — | — | $362K | 2.8% | |
| American Funds Growth Fund Variable Annuity | — | — | — | $360K | 2.8% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $333K | 2.5% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $326K | 2.5% | |
| Lincoln VIP T. Rowe Price 2030 Variable Annuity | — | — | — | $220K | 1.7% | |
| Lincoln VIP T. Rowe Price 2050 Variable Annuity | — | — | — | $198K | 1.5% | |
| Lincoln VIP T. Rowe Price 2040 Variable Annuity | — | — | — | $186K | 1.4% | |
| Lincoln Stable Value Account Fixed Annuity Contract | — | — | — | $149K | 1.1% | |
| Lincoln VIP SSGA Small-Cap Index Variable Annuity | — | — | — | $104K | 0.8% | |
| Lincoln VIP Global Moderate Allocation Manager Variable Annuity | — | — | — | $103K | 0.8% | |
| T. Rowe Price Dividend Growth Mutual Fund | — | — | — | $102K | 0.8% | |
| Lincoln VIP Global Growth Allocation Manager Variable Annuity | — | — | — | $99K | 0.8% | |
| Lincoln VIP Baron Growth Opportunities Variable Annuity | — | — | — | $93K | 0.7% | |
| Janus Henderson Global Research Variable Annuity | — | — | — | $89K | 0.7% | |
| NB AMT Sustainable Equity Portfolio Variable Annuity | — | — | — | $85K | 0.7% | |
| AB VPS Large Cap Growth Portfolio Variable Annuity | — | — | — | $84K | 0.6% | |
| T. Rowe Price International Stock Variable Annuity | — | — | — | $82K | 0.6% | |
| Fidelity Asset Manager Variable Annuity | — | — | — | $79K | 0.6% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $77K | 0.6% | |
| Lincoln VIP American Century Balanced Fund Variable Annuity | — | — | — | $73K | 0.6% | |
| Lincoln VIP Delaware REIT Series Variable Annuity | — | — | — | $65K | 0.5% | |
| Lincoln VIP Dimensional US Core Equity Variable Annuity | — | — | — | $60K | 0.5% | |
| American Funds International Growth and Income Class R6 Mutual Fund | — | — | — | $58K | 0.4% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $57K | 0.4% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $57K | 0.4% | |
| American Funds Global Growth Variable Annuity | — | — | — | $53K | 0.4% | |
| Lincoln VIP Delaware SMID Cap Core Variable Annuity | — | — | — | $49K | 0.4% | |
| AB VPS Sustainable Global Thematic Portfolio Variable Annuity | — | — | — | $44K | 0.3% | |
| American Funds Growth-Income Variable Annuity | — | — | — | $43K | 0.3% | |
| Fidelity Growth Portfolio Variable Annuity | — | — | — | $43K | 0.3% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $43K | 0.3% | |
| American Funds International Variable Annuity | — | — | — | $40K | 0.3% | |
| Fidelity VIP Freedom Target 2035 Variable Annuity | — | — | — | $40K | 0.3% | |
| Lincoln VIP T. Rowe Price Structured Variable Annuity | — | — | — | $30K | 0.2% | |
| Lincoln VIP JPMorgan Retirement Income Variable Annuity | — | — | — | $27K | 0.2% | |
| Lincoln VIP Bond Fund Variable Annuity | — | — | — | $24K | 0.2% | |
| Lincoln VIP Blended Large Cap Growth Managed Volatility Variable Annuity | — | — | — | $23K | 0.2% | |
| Lincoln VIP Blended Mid Cap Managed Volatility Variable Annuity | — | — | — | $22K | 0.2% | |
| Lincoln VIP Social Awareness Variable Annuity | — | — | — | $22K | 0.2% | |
| Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor or Similar Party Par, or Maturity Value Cost Value * Lincoln VIP Global Conservative Allocation Manager Variable Annuity | — | — | — | $18K | 0.1% | |
| Lincoln VIP FT Emerging Market Eq Fund Variable Annuity | — | — | — | $11K | <0.1% | |
| Lincoln VIP T. Rowe Price 2020 Variable Annuity | — | — | — | $11K | <0.1% | |
| Lincoln VIP Delaware Wealth Builder Variable Annuity | — | — | — | $10K | <0.1% | |
| Delaware VIP Small Cap Value Variable Annuity | — | — | — | $5K | <0.1% | |
| Lincoln VIP Delaware DVRS Income Variable Annuity | — | — | — | $4K | <0.1% | |
| Lincoln VIP Delaware High Yield Series Variable Annuity | — | — | — | $4K | <0.1% | |
| Lincoln VIP Mondrian Global Income Fund Variable Annuity | — | — | — | $4K | <0.1% | |
| Blackrock Global Allocation Institutional Shares Mutual Fund | — | — | — | $4K | <0.1% | |
| Lincoln VIP SSGA Bond Index Variable Annuity | — | — | — | $2K | <0.1% | |
| Blackrock Inflation Protected Bond Institutional Shares Mutual Fund | — | — | — | $2K | <0.1% | |
| Lincoln VIP Blackrock Real Estate Variable Annuity | — | — | — | $2K | <0.1% | |
| Lincoln VIP SSGA International Index Variable Annuity | — | — | — | $1K | <0.1% | |
| Blackrock Global Allocation Variable Annuity | — | — | — | $1K | <0.1% | |
| Federated Government Ultrashort Duration Institutional Class Mutual Fund | — | — | — | $1K | <0.1% | |
| Baird Aggregate Bond Class Institutional Mutual Fund | — | — | — | $1K | <0.1% | |
| Lincoln VIP BR Inflation Protected Variable Annuity | — | — | — | $1K | <0.1% |
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