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Original filing (PDF)20251010140404NAL0018776706001
MASSCHALLENGE, INC.
Form 5500
FILING_RECEIVED
MASSCHALLENGE 403(B) PLAN
403(b) retirement plan
Active participants
34
Accounts w/ balance
114
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASSCHALLENGE, INC..
Plan sponsor
Name
MASSCHALLENGE, INC.
EIN
27-0382989
Address
21 DRYDOCK AVENUE, 610E · BOSTON, MA · 02210
Phone
(888) 782-7820
Industry
Other Services (ex. Public Admin)see 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
2025-10-10
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
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | — | RECORDKEEPER | $23K | — |
Investments
28 direct securities· $3.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund " | — | — | — | $568K | 18.0% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $448K | 14.2% | |
| Vanguard Federal Money Market Inv Cash and cash equivalent | — | — | — | $344K | 10.9% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $326K | 10.3% | |
| Vanguard 500 Index Adm " | — | — | — | $269K | 8.5% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $264K | 8.4% | |
| Vanguard FTSE Social Index Adm " | — | — | — | $221K | 7.0% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $117K | 3.7% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $74K | 2.3% | |
| Vanguard International Growth Adm " | — | — | — | $69K | 2.2% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $67K | 2.1% | |
| Vanguard Small-Cap Index Adm " | — | — | — | $63K | 2.0% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $57K | 1.8% | |
| American Funds New World R6 " | — | — | — | $56K | 1.8% | |
| Vanguard Total Bond Market Index Adm " | — | — | — | $43K | 1.4% | |
| Vanguard U.S. Growth Adm " | — | — | — | $31K | 1.0% | |
| Vanguard Total Stock Market Index Adm " | — | — | — | $28K | 0.9% | |
| Vanguard Small-Cap Value Index Adm " | — | — | — | $26K | 0.8% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $21K | 0.7% | |
| Vanguard Total Intl Stock Index Adm " | — | — | — | $13K | 0.4% | |
| Vanguard Explorer Adm " | — | — | — | $8K | 0.3% | |
| American Funds New Perspective R6 " | — | — | — | $6K | 0.2% | |
| MFS Mid Cap Growth R6 Mutual fund | — | — | — | $4K | 0.1% | |
| Vanguard Equity Income Adm " | — | — | — | $4K | 0.1% | |
| Vanguard Balanced Index Adm " | — | — | — | $4K | 0.1% | |
| Virtus Ceredex Mid-Cap Value Eqty R6 " | — | — | — | $3K | 0.1% | |
| DFA Inflation-Protected Sec Port I " | — | — | — | $3K | <0.1% | |
| Vanguard Mid Cap Index Adm " | — | — | — | $2K | <0.1% |
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