· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GROW ASSOCIATES, INC. — GROW ASSOCIATES, INC. 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250714063328NAL0000647011001
GROW ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
GROW ASSOCIATES, INC. 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
68
Accounts w/ balance
16
Plan assets (EOY)
$245K
Net assets (EOY)
$245K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
GROW ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
GROW ASSOCIATES, INC.
EIN
23-7378144
Address
68 MAZZEO DR. · RANDOLPH, MA · 023683402
Phone
(781) 961-6700
Industry
Health Care & Social Assistance
see all
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
2025-07-14
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
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
ACCESSABILITY INC.
ACCESSABILITY INC. 401A PLAN
$247K · 114 participants
GAMM, INCORPORATED
GAMM, INC. 401(K) PROFIT SHARING PLAN
$242K · 9 participants
SMART FUTURES
SMART FUTURES 401(K) PLAN
$240K · 11 participants
A.W. HOLDINGS, LLC
ANTHONY WAYNE REHABILITATION CENTER MPPP
$252K
LIBERTY HOUSE FOUNDATION, INC.
LIBERTY HOUSE FOUNDATION 403(B) PLAN
$253K · 9 participants
65
Knocking points off
Only 24% as many balances as active participants — suggests many active employees aren't deferring.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SPECTRUM INDUSTRIES
THE SPECTRUM NETWORK RETIREMENT PLAN
$238K · 11 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
