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Original filing (PDF)20251014085527NAL0005129346001
BOSTON ANALYTICAL, INC.
Form 5500
FILING_RECEIVED
BOSTON ANALYTICAL 401(K) PLAN
401(k) retirement plan
Active participants
271
Accounts w/ balance
381
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOSTON ANALYTICAL, INC..
Plan sponsor
Name
BOSTON ANALYTICAL, INC.
EIN
27-0960485
Address
14 MANOR PARKWAY · SALEM, NH · 03079
Phone
(603) 893-3758
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY, GRAY, AND GRAY LLP
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 | -$27 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $55K | — |
Investments
29 direct securities · 1 pooled fund· $24.2M(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
$23.6M
29 holdings
Common Collective Trust
$545K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2055 Fund Mutual Fund | — | — | — | $3.4M | 14.2% | |
| Fidelity Advisor Freedom 2060 Fund Mutual Fund | — | — | — | $2.4M | 9.9% | |
| Fidelity Advisor Freedom 2040 Fund Mutual Fund | — | — | — | $1.9M | 7.8% | |
| Fidelity Advisor Freedom 2030 Fund Mutual Fund | — | — | — | $1.7M | 7.0% | |
| Fidelity Advisor Freedom 2050 Fund Mutual Fund | — | — | — | $1.6M | 6.7% | |
| Fidelity Advisor Freedom 2045 Fund Mutual Fund | — | — | — | $1.5M | 6.3% | |
| Fidelity Advisor Growth Opportunities Fund Class A Mutual Fund | — | — | — | $1.5M | 6.3% | |
| Fidelity® 500 Index Fund Mutual Fund | — | — | — | $1.5M | 6.1% | |
| Fidelity Advisor Freedom 2035 Fund Mutual Fund | — | — | — | $1.4M | 5.7% | |
| Invesco Developing Markets Fund Class Y Mutual Fund | — | — | — | $1.1M | 4.4% | |
| MFS Core Equity R4 Mutual Fund | — | — | — | $959K | 4.0% | |
| Fidelity Advisor Freedom 2065 Fund Mutual Fund | — | — | — | $810K | 3.4% | |
| Fidelity Advisor Freedom 2025 Fund Mutual Fund | — | — | — | $806K | 3.3% | |
| Undiscovered Managers Behavioral Val R5 Mutual Fund | — | — | — | $546K | 2.3% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $545K | 2.3% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | — | — | — | $496K | 2.1% | |
| The Hartford International Opportunities Fund Class R5 Mutual Fund | — | — | — | $408K | 1.7% | |
| Columbia Dividend Income Fund Institutional Class Mutual Fund | — | — | — | $380K | 1.6% | |
| AB Discovery Growth Fund Mutual Fund | — | — | — | $368K | 1.5% | |
| Janus Henderson Triton Fund Class I Mutual Fund | — | — | — | $162K | 0.7% | |
| maturing through 2029 $ - | — | — | — | $142K | 0.6% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund | — | — | — | $96K | 0.4% | |
| Fidelity® Mid Cap Index Fund Mutual Fund | — | — | — | $93K | 0.4% | |
| Fidelity Advisor® Strategic Income Fund Class A Mutual Fund | — | — | — | $87K | 0.4% | |
| Fidelity® Small Cap Index Fund Mutual Fund | — | — | — | $80K | 0.3% | |
| Fidelity Advisor® Balanced Fund Class A Mutual Fund | — | — | — | $74K | 0.3% | |
| Fidelity Advisor Freedom® Blend Inc Mutual Fund | — | — | — | $43K | 0.2% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $38K | 0.2% | |
| Fidelity Advisor Freedom 2015 Fund Mutual Fund | — | — | — | $20K | <0.1% | |
| Fidelity Advisor Materials Fund - Class I Mutual Fund | — | — | — | $19K | <0.1% |
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