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Original filing (PDF)20241126151024NAL0003691587001
BOSTON HILL ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
BOSTON HILL ADVISORS 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.3 mo
Active participants
16
Accounts w/ balance
16
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
88
/ 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
99
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
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 BOSTON HILL ADVISORS, LLC.
Plan sponsor
Name
BOSTON HILL ADVISORS, LLC
EIN
20-5369878
Address
100 ANDOVER BYPASS ROAD · SUITE 201 · N. ANDOVER, MA · 01845
Phone
(877) 227-0847
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-11-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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
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