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Original filing (PDF)20251007100859NAL0004414881001
NEIGHBORHEALTH
Form 5500
FILING_RECEIVED
NEIGHBORHEALTH 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
169
Accounts w/ balance
275
Plan assets (EOY)
$31.2M
Net assets (EOY)
$31.2M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEIGHBORHEALTH.
Plan sponsor
Name
NEIGHBORHEALTH
EIN
23-7425849
Address
20 MAVERICK SQUARE · EAST BOSTON, MA · 02128
Phone
(617) 568-4480
Industry
Outpatient Care Centers· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AAFCPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | 84-0467909 | — | CUSTODIAN, RECORD KEEPER | $43K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | — | FAIRFIELD, IA | BROKER DEALER OF ADVISOR | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AEGIS RETIREMENT PARTNERS | 81-5017344 | CONCORD, MA | TPA | $15K | — |
Investments
32 direct securities· $31.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-In- Identity of Issuer, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value Vanguard Target Retirement 2030 Fund Investor Shares Mutual Fund | — | — | — | $5.0M | 16.0% | |
| Vanguard Target Retirement 2020 Fund Investor Shares Mutual Fund | — | — | — | $4.5M | 14.4% | |
| Vanguard Target Retirement 2035 Fund Investor Shares Mutual Fund | — | — | — | $3.4M | 10.9% | |
| Vanguard Target Retirement 2025 Fund Investor Shares Mutual Fund | — | — | — | $3.4M | 10.8% | |
| Vanguard Target Retirement 2045 Fund Investor Shares Mutual Fund | — | — | — | $2.7M | 8.7% | |
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | — | — | — | $2.3M | 7.3% | |
| Vanguard Target Retirement Income Fund Investor Shares Mutual Fund | — | — | — | $1.9M | 6.1% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.7M | 5.3% | |
| Vanguard Target Retirement 2050 Fund Investor Shares Mutual Fund | — | — | — | $1.5M | 4.9% | |
| Federated Hermes Government Obligation PRMR Mutual Fund | — | — | — | $1.3M | 4.1% | |
| Vanguard Target Retirement 2055 Fund Investor Shares Mutual Fund | — | — | — | $690K | 2.2% | |
| MFS International Diversification R6 Mutual Fund | — | — | — | $366K | 1.2% | |
| Vanguard U.S. Growth Admiral Mutual Fund | — | — | — | $344K | 1.1% | |
| DFA Target Value Fund Mutual Fund | — | — | — | $287K | 0.9% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual Fund | — | — | — | $259K | 0.8% | |
| PIMCO Income Institutional Fund Mutual Fund | — | — | — | $232K | 0.7% | |
| J.P. Morgan U.S. Value R6 Mutual Fund | — | — | — | $195K | 0.6% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $176K | 0.6% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $159K | 0.5% | |
| BlackRock Total Return Fund K Mutual Fund | — | — | — | $148K | 0.5% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $120K | 0.4% | |
| Vanguard Target Retirement 2060 Fund Investor Shares Mutual Fund | — | — | — | $114K | 0.4% | |
| PIMCO Real Return Fund Institutional Class Mutual Fund | — | — | — | $105K | 0.3% | |
| Vanguard FTSE Social Index Fund Admiral Mutual Fund | — | — | — | $104K | 0.3% | |
| AB Large Cap Growth Z Mutual Fund | — | — | — | $78K | 0.2% | |
| J.P. Morgan Mid Cap Growth R6 Mutual Fund | — | — | — | $53K | 0.2% | |
| Fidelity International Index Mutual Fund | — | — | — | $38K | 0.1% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | — | — | — | $31K | 0.1% | |
| AB Small Cap Growth Z Mutual Fund | — | — | — | $27K | <0.1% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | — | — | — | $21K | <0.1% | |
| J.P. Morgan Emerging Markets Equity R6 Mutual Fund | — | — | — | $15K | <0.1% | |
| Dreyfus Government Cash Management Institution Mutual Fund | — | — | — | $10K | <0.1% |