· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NORTH OF BOSTON LIBRARY EXCHANGE INC — NORTH OF BOSTON LIBRARY EXCHANGE DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251218144036NAL0002726531001
NORTH OF BOSTON LIBRARY EXCHANGE INC
Form 5500-SF
FILING_RECEIVED
NORTH OF BOSTON LIBRARY EXCHANGE DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
9
Accounts w/ balance
14
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NORTH OF BOSTON LIBRARY EXCHANGE INC
.
Find decision makers
Plan sponsor
Name
NORTH OF BOSTON LIBRARY EXCHANGE INC
EIN
22-2712714
Address
5 CHERRY HILL DR STE 250 · DANVERS, MA · 019232596
Phone
(978) 777-8844
Industry
Information / Tech / Media
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-18
Pension benefit codes
2L · 403(b)(1) annuity
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 providers
Related plans
Similar-size Information / Tech / Media plans
WEBHOUSE, INC.
WEBHOUSE, INC. 401(K) PROFIT SHARING PLAN
$3.0M · 10 participants
ASSOCIATED APPRAISAL CONSULTAN
ASSOCIATED APPRAISAL CONSULTAN 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 39 participants
KNOWLEDGE MANAGEMENT INTERACTIVE, INC.
KMI, INC. 401(K) PLAN
$3.0M · 15 participants
QUEST GROUP, LLC
QUEST GROUP, LLC 401(K) PLAN
$3.0M · 77 participants
MONGOOSE RESEARCH
MONGOOSE RESEARCH 401(K) PLAN
$2.9M · 42 participants
100
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.
THE THUNDERBIRDS
THE THUNDERBIRDS PROFIT SHARING PLAN
$3.0M · 18 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