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Original filing (PDF)20250922105709NAL0005965264001
NORTH HILL COMMUNITIES, INC.
Form 5500
FILING_RECEIVED
NORTH HILL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
409
Accounts w/ balance
510
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTH HILL COMMUNITIES, INC..
Plan sponsor
Name
NORTH HILL COMMUNITIES, INC.
EIN
26-4416455
Address
865 CENTRAL AVENUE · NEEDHAM, MA · 02492
Phone
(781) 433-6246
Industry
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
2025-09-22
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELL PENSION GROUP | — | EAST PROVIDENCE, RI | THIRD PARTY ADMINISTRATO | $7K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH HILL NEEDHAM, INC. | 04-2716090 | — | SERVICE PROVIDER | $11K | — |
| VOYA RETIREMENT INS & ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
27 direct securities · 1 pooled fund· $37.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$17.9M
1 holding
Uncategorized
$16.0M
25 holdings
Pooled Separate Accounts
$2.2M
1 holding
Guaranteed Income / GIC
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INS. AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $17.9M | 90.5% | |
| s * Voya Vanguard Trgt Retire 2030 Fd N/R | Pooled Separate Accounts | — | — | $2.2M | 11.3% | |
| Voya Vanguard Trgt Retire 2025 Fd N/R | — | — | — | $2.0M | 9.9% | |
| Voya American Fund Growth Fnd N/R | — | — | — | $1.7M | 8.6% | |
| Voya Vanguard Trgt Retire 2035 Fd N/R | — | — | — | $1.7M | 8.5% | |
| * Voya Fixed Account N/R | Guaranteed Income / GIC | — | — | $1.5M | 7.5% | |
| Voya Vanguard Trgt Retire 2040 Fd N/R | — | — | — | $1.5M | 7.5% | |
| Voya Vanguard Trgt Retire 2050 Fd N/R | — | — | — | $1.2M | 6.1% | |
| Voya Fidelity 500 Index Fund N/R | — | — | — | $1.0M | 5.3% | |
| Voya Vanguard Trgt Retire 2045 Fd N/R | — | — | — | $684K | 3.5% | |
| Voya MassMutual Sel Overseas Fd I N/R | — | — | — | $683K | 3.5% | |
| Voya Fidelity Adv Ttl Bond Fd Z N/R | — | — | — | $577K | 2.9% | |
| Voya Vanguard Trgt Retire 2055 Fd N/R | — | — | — | $549K | 2.8% | |
| Voya American Funds Am Balanced R6 N/R | — | — | — | $527K | 2.7% | |
| Voya Victory Sycmr Est VI Fd N/R | — | — | — | $517K | 2.6% | |
| Voya PIMCO Income Fund Ins N/R | — | — | — | $512K | 2.6% | |
| Voya Vanguard Trgt Retire 2020 Fd N/R | — | — | — | $414K | 2.1% | |
| Participant Loans Interest rates: 3.25% - 8.50% $0 | — | — | — | $384K | 1.9% | |
| Voya Large Cap Value Fund R1 N/R | — | — | — | $374K | 1.9% | |
| Voya Vanguard Trgt Retire Inc Fd N/R | — | — | — | $294K | 1.5% | |
| Voya Vanguard Trgt Retire 2060 Fd N/R | — | — | — | $290K | 1.5% | |
| Voya JP Morgan Mid Cap Growth Fd R6 N/R | — | — | — | $274K | 1.4% | |
| Voya Large Cap Growth Fund II R1 N/R | — | — | — | $270K | 1.4% | |
| Voya Fidelity Mid Cap Idx Fd N/R | — | — | — | $252K | 1.3% | |
| Voya MssMtl Sm Cap Opp F N/R | — | — | — | $219K | 1.1% | |
| Voya Vanguard Instit Tgt Ret 2065 Fd N/R | — | — | — | $133K | 0.7% | |
| Voya Vanguard Trgt Retire 2070 Rd N/R | — | — | — | $3K | <0.1% | |
| Voya Gov Money Market Fnd N/R | — | — | — | $1K | <0.1% |
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