Back to filter
Original filing (PDF)20251008122737NAL0009400864001
PSG EQUITY L.L.C.
Form 5500
FILING_RECEIVED
PSG EQUITY L.L.C. BENEFIT PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
200
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PSG EQUITY L.L.C..
Plan sponsor
Name
PSG EQUITY L.L.C.
EIN
35-2498059
Address
401 PARK DR · SUITE 204 · BOSTON, MA · 02215
Phone
(617) 544-8800
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAVEN CLINIC CO. | 46-5747423 | — | TPA FEES | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTERFLEX PAYMENTS, LLC | 27-2256926 | — | FSA/COBRA ADMIN | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using MAVEN CLINIC CO.
BANK OF AMERICA CORPORATION
BANK OF AMERICA GROUP BENEFITS PROGRAM
$428.4M · 170,439 participants
TRUSTEES OF THE PHILADELPHIA ASSOCIATION HEALTH BENEFIT TRUST
PHILADELPHIA AREA INDEPENDENT SCHOOL BUSINESS OFFI ASSOCIATION HEALTH BENEFIT PLAN
$47.4M · 20,100 participants
EATING RECOVERY CENTER, LLC
EATING RECOVERY CENTER GROUP INSURANCE PLAN
— · 1,653 participants
THE INNOCENCE PROJECT, INC.
THE INNOCENCE PROJECT, INC. HEALTH & WELFARE PLAN
— · 114 participants
UNITED CAPITAL FINANCIAL ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS, LLC HEALTH AND WELFARE PLAN
— · 270 participants
CREATIVE PLANNING, LLC
CREATIVE PLANNING, LLC HEALTH AND WELFARE PLAN
— · 2,279 participants
Similar-size Finance & Insurance plans
KENSINGTON CA, LLC
KENSINGTON CA 401(K) PROFIT SHARING PLAN
$0
PASCOADVISERS
PASCOADVISERS 401(K) PLAN
$0
ABELEE INC
ABELEE INC 401(K)
$0
LZC INVESTMENTS LLC
LZC INVESTMENTS LLC 401(K) PLAN
$0
NEWSTREAM CAPITAL PARTNERS
NEWSTREAM CAPITAL PARTNERS 401(K) PLAN
$0
PROPELLER, INC.
PROPELLER, INC. RETIREMENT SAVINGS PLAN
$0
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B