Original filing (PDF)20251007100342NAL0002566515001

NEIGHBORHEALTH

Name: NEIGHBORHEALTH — NEIGHBORHEALTH 401(K) PLAN, Form 5500 (2024)
Creator: NEIGHBORHEALTH

Form 5500

FILING_RECEIVED

NEIGHBORHEALTH 401(K) PLAN

401(k) retirement plan

Active participants

1,353

Accounts w/ balance

1,712

Plan assets (EOY)

$80.7M

Net assets (EOY)

$80.7M

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEIGHBORHEALTH.

Plan sponsor

Name

NEIGHBORHEALTH

EIN

23-7425849

Address

20 MAVERICK SQUARE · EAST BOSTON, MA · 02128

Phone

(618) 568-4480

Industry

Outpatient Care Centers· Health Care & Social Assistancesee 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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	84-0467909	—	CUSTODIAN, RECORD KEEPER	$112K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT RESEARCH	—	FAIRFIELD, IA	BROKER DEALER OF ADVISOR	$49K	—

Investments

34 direct securities· $80.7M(100% of reported assets)

Other securities

$80.7M

33 holdings

Cash / Money Market

$24K

1 holding

					% of plan
Party-In- Identity of Issue, 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	Other securities	—	—	$11.2M	13.9%
Vanguard Target Retirement 2045 Fund Investor Shares Mutual Fund	Other securities	—	—	$10.3M	12.8%
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund	Other securities	—	—	$9.1M	11.3%
Vanguard Target Retirement 2035 Fund Investor Shares Mutual Fund	Other securities	—	—	$8.8M	11.0%
Vanguard Target Retirement 2050 Fund Investor Shares Mutual Fund	Other securities	—	—	$7.5M	9.3%
Vanguard Target Retirement 2025 Fund Investor Shares Mutual Fund	Other securities	—	—	$7.1M	8.8%
Vanguard Target Retirement 2055 Fund Investor Shares Mutual Fund	Other securities	—	—	$5.8M	7.1%
Vanguard Target Retirement 2020 Fund Investor Shares Mutual Fund	Other securities	—	—	$5.2M	6.4%
Vanguard Target Retirement 2060 Fund Investor Shares Mutual Fund	Other securities	—	—	$3.5M	4.3%
Fidelity 500 Index Mutual Fund	Other securities	—	—	$2.3M	2.9%
Vanguard Target Retirement Income Fund Investor Shares Mutual Fund	Other securities	—	—	$2.3M	2.8%
Vanguard Target Retirement 2065 Fund Investor Shares Mutual Fund	Other securities	—	—	$940K	1.2%
Federated Hermes Government Obligations PRMR Mutual Fund	Other securities	—	—	$888K	1.1%
Fidelity International Index Mutual Fund	Other securities	—	—	$656K	0.8%
Vanguard U.S. Growth Admiral Mutual Fund	Other securities	—	—	$527K	0.7%
Fidelity Mid Cap Index Mutual Fund	Other securities	—	—	$464K	0.6%
J.P. Morgan U.S. Value R6 Mutual Fund	Other securities	—	—	$413K	0.5%
MFS International Diversification R6 Mutual Fund	Other securities	—	—	$409K	0.5%
through January 2044 -	Other securities	—	—	$366K	0.5%
Vanguard Equity Income Fund Admiral Shares Mutual Fund	Other securities	—	—	$351K	0.4%
Fidelty U.S. Bond Index Mutual Fund	Other securities	—	—	$338K	0.4%
BlackRock Total Return Fund Mutual Fund	Other securities	—	—	$294K	0.4%
DFA U.S. Target Value Mutual Fund	Other securities	—	—	$288K	0.4%
Vanguard FTSE Social Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$277K	0.3%
PIMCO Income International Fund Mutual Fund	Other securities	—	—	$257K	0.3%
Fidelity Small Cap Index Mutual Fund	Other securities	—	—	$249K	0.3%
AB Large Cap Growth Fund Mutual Fund	Other securities	—	—	$248K	0.3%
Vanguard Real Estate Index Fund Admiral Shares Mutual Fund	Other securities	—	—	$138K	0.2%
J.P. Morgan Emerging Markets Equity R6 Mutual Fund	Other securities	—	—	$134K	0.2%
J.P. Morgan Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$116K	0.1%
PIMCO Real Return Fund Institutional Class Mutual Fund	Other securities	—	—	$92K	0.1%
Allspring Special Mid Cap Value R6 Mutual Fund	Other securities	—	—	$90K	0.1%
AB Small Cap Growth Z Mutual Fund	Other securities	—	—	$72K	<0.1%
Dreyfus Government Cash Mgmt Inst Mutual Fund	Cash / Money Market	—	—	$24K	<0.1%