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Original filing (PDF)20260209154451NAL0001313825001
BACKOFFICE ASSOCIATES, LLC DBA SYNITI
Form 5500
FILING_RECEIVED
BACKOFFICE ASSOCIATES, LLC DBA SYNITI PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.8 mo
Active participants
428
Accounts w/ balance
561
Plan assets (EOY)
$93.0M
Net assets (EOY)
$93.0M
How this plan invests
This plan
11 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
89
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BACKOFFICE ASSOCIATES, LLC DBA SYNITI.
Plan sponsor
Name
BACKOFFICE ASSOCIATES, LLC DBA SYNITI
EIN
26-1544182
Address
115 4TH AVENUE · NEEDHAM, MA · 02494
Phone
(508) 430-7100
Industry
Professional & Technical Servicessee 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
2026-02-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $101K | — |
Investments
25 direct securities · 11 pooled funds· $99.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$57.1M
25 holdings
Common Collective Trust
$39.5M
10 holdings
Pooled Separate Account
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $22.6M | 24.3% | |
| TRP GROWTH STOCK E T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $7.4M | 8.0% | |
| Fidelity Freedom 2030 Fund Class K6 Registered Investment Company | — | — | — | $7.1M | 7.6% | |
| Fidelity Freedom 2035 Fund Class K6 Registered Investment Company | — | — | — | $6.4M | 6.9% | |
| Fidelity Freedom 2040 Fund Class K6 Registered Investment Company | — | — | — | $6.4M | 6.9% | |
| Fidelity Freedom 2050 Fund Class K6 Registered Investment Company | — | — | — | $6.3M | 6.8% | |
| Fidelity Freedom 2045 Fund Class K6 Registered Investment Company | — | — | — | $6.3M | 6.8% | |
| Fidelity Freedom 2025 Fund Class K6 Registered Investment Company | — | — | — | $3.5M | 3.8% | |
| Northern Trust Collective Extended Equity Market Index Fund - DC - Non-Lending - Tier Four Common/Collective Trust | — | — | — | $3.2M | 3.5% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $3.2M | 3.5% | |
| Fidelity Freedom 2055 Fund Class K6 Registered Investment Company | — | — | — | $3.0M | 3.3% | |
| New York Life Insurance Company Anchor Account IV Pooled separate account | — | — | — | $2.7M | 2.9% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $2.7M | 2.9% | |
| MassMutual Mid Cap Growth Fund Class I Registered Investment Company | — | — | — | $2.3M | 2.5% | |
| Loomis Sayles Core Plus Bond Fund Class N Registered Investment Company | — | — | — | $2.0M | 2.1% | |
| Northern Trust Collective All Country World ex-US Investable Market Index Fund - DC - Non-Lending Tier Four Common/Collective Trust | — | — | — | $1.5M | 1.7% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $1.5M | 1.7% | |
| Fidelity Freedom 2060 Fund Class K6 Registered Investment Company | — | — | — | $1.4M | 1.5% | |
| Loomis Sayles Small Cap Growth Fund Class N Registered Investment Company | — | — | — | $1.4M | 1.5% | |
| GG EUROPAC GROWTH CT GREAT GREY COLLECTIVE INVESTMENT TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.5% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| MFS LARGE CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| Victory Sycamore Small Company Opportunity Fund R6 Registered Investment Company | — | — | — | $804K | 0.9% | |
| secured by participant account balances - | — | — | — | $711K | 0.8% | |
| Northern Trust Aggregate Bond Index Fund - Non-Lending - Tier Four Common/Collective Trust | — | — | — | $692K | 0.7% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $692K | 0.7% | |
| Fidelity Freedom Income Fund Class K6 Registered Investment Company | — | — | — | $353K | 0.4% | |
| Fidelity Government Money Market Fund Interest-bearing Cash | — | — | — | $320K | 0.3% | |
| Fidelity Freedom 2020 Fund Class K6 Registered Investment Company | — | — | — | $194K | 0.2% | |
| Vanguard FTSE Social Index Fund Admiral Registered Investment Company | — | — | — | $177K | 0.2% | |
| Fidelity Freedom 2065 Fund Class K6 Registered Investment Company | — | — | — | $139K | 0.1% | |
| Fidelity Freedom 2015 Fund Class K6 Registered Investment Company | — | — | — | $72K | <0.1% | |
| C&S US REALTY CT SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $29K | <0.1% | |
| Fidelity Freedom 2010 Fund Class K6 Registered Investment Company | — | — | — | $20K | <0.1% | |
| Driehaus Emerging Markets Growth Fund Institutional Class Registered Investment Company | — | — | — | $3K | <0.1% | |
| GG EUROPAC GROWTH CT GREAT GREY COLLECTIVE INVESTMENT TRUST · EIN 38-7489844 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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