Southwest Boston Senior SVCS Inc. d/b/a Ethos' EIN is 23-7304163.
Download the official 2025 Form 5500 (PDF) for Southwest Boston Senior SVCS Inc. d/b/a Ethos from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Southwest Boston Senior SVCS Inc. d/b/a Ethos' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | SERVICE PROVIDER | $35K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INS. AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.5M | 94.2% | |
| Vanguard Wellington Fund " | Mutual Funds | — | — | $1.9M | 21.3% | |
| JPMorgan Large Cap Growth Fund " | Other securities | — | — | $987K | 11.0% | |
| American Funds American Balanced Fund " | Mutual Funds | — | — | $661K | 7.4% | |
| Nuveen Lifecycle Index 2040 Fund " | Mutual Funds | — | — | $621K | 6.9% | |
| Nuveen Lifecycle Index 2030 Fund " | Mutual Funds | — | — | $522K | 5.8% | |
| Voya Fixed Account Guaranteed account | Other securities | — | — | $495K | 5.5% | |
| Nuveen Lifecycle Index 2025 Fund " | Mutual Funds | — | — | $483K | 5.4% | |
| Nuveen Lifecycle Index 2060 Fund " | Mutual Funds | — | — | $356K | 4.0% | |
| American Funds American Mutual Fund " | Mutual Funds | — | — | $316K | 3.5% | |
| MFS Mid Cap Growth Fund " | Mutual Funds | — | — | $313K | 3.5% | |
| Nuveen Lifecycle Index 2010 Fund " | Mutual Funds | — | — | $297K | 3.3% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $296K | 3.3% | |
| Nuveen Lifecycle Index 2050 Fund " | Mutual Funds | — | — | $276K | 3.1% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $240K | 2.7% | |
| Nuveen Lifecycle Index 2045 Fund " | Mutual Funds | — | — | $169K | 1.9% | |
| PIMCO Income Fund " | Mutual Funds | — | — | $164K | 1.8% | |
| Vanguard Small-Cap Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $121K | 1.3% | |
| Nuveen Lifecycle Index 2020 Fund " | Mutual Funds | — | — | $109K | 1.2% | |
| Nuveen Lifecycle Index 2055 Fund " | Mutual Funds | — | — | $109K | 1.2% | |
| Nuveen Lifecycle Index 2035 Fund " | Mutual Funds | — | — | $103K | 1.1% | |
| Lord Abbett Income Fund " | Mutual Funds | — | — | $90K | 1.0% | |
| DFA U.S. Targeted Value Portfolio " | Mutual Funds | — | — | $84K | 0.9% | |
| Vanguard Explorer Fund " | Mutual Funds | — | — | $68K | 0.8% | |
| DFA Intermediate Government Fixed Income Portfolio " | Mutual Funds | — | — | $36K | 0.4% | |
| PGIM Total Return Bond Fund " | Other securities | — | — | $27K | 0.3% | |
| Participant Loans (7.00% - 8.50%) - | Bonds / Notes | — | — | $24K | 0.3% | |
| American Funds New Perspective Fund " | Mutual Funds | — | — | $23K | 0.3% | |
| Nuveen Lifecycle Index 2065 Fund " | Mutual Funds | — | — | $23K | 0.3% | |
| Parnassus Value Equity FundSM " | Other securities | — | — | $22K | 0.2% | |
| Nuveen Lifecycle Index Fund " | Common Collective Trusts | — | — | $19K | 0.2% | |
| DFA International Core Equity Portfolio " | Mutual Funds | — | — | $13K | 0.1% | |
| Allspring Special Mid Cap Value Fund " | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
