How big is Tockwotton Home's plan?

Tockwotton Home's plan reported $3.6M in assets and 149 participants for 2024.

Original filing (PDF)20251015150103NAL0002505651001

Tockwotton Home

Name: Tockwotton Home — Tockwotton Home Retirement Savings, Form 5500 (2024)
Creator: Tockwotton Home
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tockwotton Home Retirement Savings Plan

403(b) retirement plan · Tockwotton Home's Tockwotton Home Retirement Savings Plan held $3.6M in plan assets for 149 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 2

43% in single holding43% employer stock

Active participants

149

Accounts w/ balance

231

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Rosann Maneca signed Tockwotton Home's 2024 Form 5500 as plan administrator.

Rosann Maneca — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tockwotton Home's EIN is 05-0258881.

EIN 05-0258881

Plan number 002

Plan year 2024

ACK ID 20251015150103NAL0002505651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tockwotton Home from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tockwotton Home's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOCKWOTTON HOME.

Finding similar companies…

How this plan invests

This plan

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

TOCKWOTTON HOME

DBA

TOCKWOTTON ON THE WATERFRONT

EIN

all filings

Address

500 WATERFRONT DRIVE · EAST PROVIDENCE, RI · 029145047

Phone

(401) 272-5280

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

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

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$16K	—

Investments

48 direct securities· $3.4M(95% of reported assets)

Common Stocks

$1.4M

1 holding

Other securities

$1.2M

26 holdings

Mutual Funds

$310K

17 holdings

Common Collective Trusts

$145K

2 holdings

Stable Value

$136K

1 holding

Bonds / Notes

$109K

1 holding

					% of plan
Lincoln National Life Insurance Company Guaranteed Account	Common Stocks	—	—	$1.4M	40.5%
Yourpath 2035 Moderate Mutual Funds	Other securities	—	—	$288K	8.1%
Yourpath 2040 Moderate Mutual Funds	Other securities	—	—	$153K	4.3%
Fidelity Growth Portfolio Mutual Funds	Mutual Funds	—	—	$137K	3.8%
Lincoln Stable Value Account Guaranteed Account	Stable Value	—	—	$136K	3.8%
Yourpath 2045 Moderate Mutual Funds	Other securities	—	—	$130K	3.6%
Yourpath 2025 Moderate Mutual Funds	Other securities	—	—	$116K	3.3%
LVIP SSgA S&P 500 Index Mutual Funds	Common Collective Trusts	—	—	$113K	3.2%
Yourpath 2020 Moderate Mutual Funds	Other securities	—	—	$109K	3.1%
Participant Loans Interest Rates of 2.95% to 9.50%	Bonds / Notes	—	—	$109K	3.0%
Yourpath 2030 Moderate Mutual Funds	Other securities	—	—	$103K	2.9%
Yourpath 2050 Moderate Mutual Funds	Other securities	—	—	$92K	2.6%
LVIP Macquarie Social Awareness Fund Mutual Funds	Other securities	—	—	$56K	1.6%
American Funds Growth Fund Mutual Funds	Mutual Funds	—	—	$46K	1.3%
Yourpath 2055 Moderate Mutual Funds	Other securities	—	—	$36K	1.0%
LVIP American Century Balanced Fund Mutual Funds	Other securities	—	—	$33K	0.9%
Fidelity 500 Index Mutual Funds	Common Collective Trusts	—	—	$32K	0.9%
American Funds Growth-Income Fund Mutual Funds	Mutual Funds	—	—	$30K	0.8%
Fidelity Asset Manager Mutual Funds	Mutual Funds	—	—	$28K	0.8%
Fidelity Contrafund Portfolio Mutual Funds	Mutual Funds	—	—	$20K	0.6%
AllianceBernstein VPS Large Cap Growth Portfolio Mutual Funds	Other securities	—	—	$18K	0.5%
LVIP T. Rowe Price Structured Mutual Funds	Other securities	—	—	$13K	0.4%
LVIP JPMorgan Retirement Income Mutual Funds	Other securities	—	—	$13K	0.4%
Yourpath 2060 Moderate Mutual Funds	Other securities	—	—	$12K	0.4%
LVIP SSgA Small-Cap Index Mutual Funds	Other securities	—	—	$12K	0.3%
Yourpath 2065 Moderate Mutual Funds	Other securities	—	—	$11K	0.3%
Harbor Capital Appreciation Retirement Class Mutual Funds	Other securities	—	—	$10K	0.3%
Janus Henderson Global Research Mutual Funds	Mutual Funds	—	—	$9K	0.3%
Fidelity VIP Freedom Target 2040 Mutual Funds	Mutual Funds	—	—	$9K	0.3%
LVIP Macquarie Bond Fund Mutual Funds	Other securities	—	—	$8K	0.2%
Fidelity Extended Market Index Mutual Funds	Mutual Funds	—	—	$7K	0.2%
Macquarie VIP Small Cap Value Series Mutual Funds	Other securities	—	—	$7K	0.2%
LVIP Dimensional US Core Equity Mutual Funds	Mutual Funds	—	—	$7K	0.2%
LVIP T. Rowe Price 2030 Mutual Funds	Other securities	—	—	$7K	0.2%
American Funds Europacific Growth Class R6 Mutual Funds	Mutual Funds	—	—	$6K	0.2%
LVIP Macquarie SMID Cap Core Fund Mutual Funds	Other securities	—	—	$6K	0.2%
T. Rowe Price International Stock Portfolio Mutual Funds	Other securities	—	—	$4K	0.1%
American Century Small Cap Value R6 Class Mutual Funds	Other securities	—	—	$4K	0.1%
Fidelity VIP Freedom Target 2035 Mutual Funds	Mutual Funds	—	—	$3K	<0.1%
Fidelity US Bond Index Mutual Funds	Mutual Funds	—	—	$2K	<0.1%
LVIP FT Emerging MKT EQ Fund Mutual Funds	Other securities	—	—	$1K	<0.1%
Fidelity VIP Freedom Target 2020 Mutual Funds	Mutual Funds	—	—	$1K	<0.1%
LVIP BR Inflation Protected Mutual Funds	Other securities	—	—	$1K	<0.1%
American Funds International Fund Mutual Funds	Mutual Funds	—	—	$1K	<0.1%
Fidelity VIP Freedom Target 2030 Mutual Funds	Mutual Funds	—	—	$1K	<0.1%
Fidelity VIP Freedom Target 2025 Mutual Funds	Mutual Funds	—	—	$1K	<0.1%
LVIP T. Rowe Price 2050 Mutual Funds	Other securities	—	—	$1K	<0.1%
Fidelity VIP Freedom Target 2060 Mutual Funds	Mutual Funds	—	—	$1K	<0.1%