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Original filing (PDF)20251014102547NAL0002518305001
C-4 ANALYTICS, LLC
Form 5500
FILING_RECEIVED
C-4 ANALYTICS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
235
Accounts w/ balance
317
Plan assets (EOY)
$18.3M
Net assets (EOY)
$18.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C-4 ANALYTICS, LLC.
Plan sponsor
Name
C-4 ANALYTICS, LLC
EIN
27-1107000
Address
701 EDGEWATER DRIVE, SUITE 300 · WAKEFIELD, MA · 01880
Phone
(617) 250-8888
Industry
Admin Support & Waste Mgmtsee 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
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $62K | — |
| MAYFLOWER FINANCIAL ADVISORS, LLC. | 84-4826355 | — | NONE | $5K | — |
Investments
29 direct securities· $17.8M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2045 Fund I Class Mutual fund | — | — | — | $3.6M | 19.6% | |
| T. Rowe Price Retirement 2055 Fund I Class Mutual fund | — | — | — | $3.3M | 18.3% | |
| T. Rowe Price Retirement 2060 Fund I Class Mutual fund | — | — | — | $3.1M | 16.9% | |
| T. Rowe Price Retirement 2030 Fund I Class Mutual fund | — | — | — | $1.7M | 9.1% | |
| T. Rowe Price Retirement 2050 Fund I Class Mutual fund | — | — | — | $1.5M | 8.3% | |
| Vanguard Growth Index Fund Admiral Shares Mutual fund | — | — | — | $918K | 5.0% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $651K | 3.6% | |
| MFS Mid Cap Growth Fund Class R5 Mutual fund | — | — | — | $328K | 1.8% | |
| T. Rowe Price Retirement 2065 Fund I Class Mutual fund | — | — | — | $281K | 1.5% | |
| T. Rowe Price Retirement 2025 Fund I Class Mutual fund | — | — | — | $276K | 1.5% | |
| T. Rowe Price Retirement 2035 Fund I Class Mutual fund | — | — | — | $250K | 1.4% | |
| Notes receivable from participants from 2025 to 2031 | — | — | — | $244K | 1.3% | |
| Standard Stable Asset D Group annuity contract | — | — | — | $224K | 1.2% | |
| T. Rowe Price Retirement 2040 Fund I Class Mutual fund | — | — | — | $195K | 1.1% | |
| Vanguard International Growth Fund Admiral Shares Mutual fund | — | — | — | $155K | 0.8% | |
| AB Small Cap Growth Portfolio Class Z Mutual fund | — | — | — | $154K | 0.8% | |
| PIMCO Income Fund Institutional Class Mutual fund | — | — | — | $134K | 0.7% | |
| TIAA-CREF Large-Cap Value Index Fund Institutional Class Mutual fund | — | — | — | $133K | 0.7% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $132K | 0.7% | |
| JPMorgan U.S. Equity Fund Class R6 Mutual fund | — | — | — | $124K | 0.7% | |
| Fidelity Small Cap Index Fund Institutional Premium Class Mutual fund | — | — | — | $88K | 0.5% | |
| MFS International Diversification Fund Class R6 Mutual fund | — | — | — | $72K | 0.4% | |
| Vanguard Small Cap Value Index Fund Admiral Shares Mutual fund | — | — | — | $67K | 0.4% | |
| Victory Sycamore Established Value Fund Class R6 Mutual fund | — | — | — | $60K | 0.3% | |
| John Hancock Bond Fund Class R6 Mutual fund | — | — | — | $52K | 0.3% | |
| BlackRock 40/60 Target Allocation Fund Class K Mutual fund | — | — | — | $33K | 0.2% | |
| DFA Real Estate Securities Portfolio Institutional Class Mutual fund | — | — | — | $24K | 0.1% | |
| BlackRock 80/20 Target Allocation Fund Class K Mutual fund | — | — | — | $10K | <0.1% | |
| American Funds American Balanced Fund R6 Mutual fund | — | — | — | $4K | <0.1% |