· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OUTCOME REFERRALS, INC. — OUTCOME REFERRALS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250821175015NAL0004421457001
OUTCOME REFERRALS, INC.
Form 5500-SF
FILING_RECEIVED
OUTCOME REFERRALS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
22
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OUTCOME REFERRALS, INC.
.
Find decision makers
Plan sponsor
Name
OUTCOME REFERRALS, INC.
EIN
45-5415048
Address
1 SPEEN STREET, SUITE 130 · FRAMINGHAM, MA · 01701
Phone
(508) 834-7323
Industry
Health Care & Social Assistance
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
2025-08-21
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
UNITED CEREBRAL PALSY OF RHODE
403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY OF RHODE ISLAND, INC.
$2.5M · 292 participants
WISCONSIN PRIMARY HEALTH CARE ASSOCIATION
WISCONSIN PRIMARY HEALTH CARE ASSOCIATION EMPLOYEES RETIREMENT SAVINGS PLAN
$2.5M · 16 participants
HEIGHTS AND HILLS, INC.
HEIGHTS AND HILLS 403(B) PLAN
$2.5M · 38 participants
KEANY ASSOCIATES INC.
KEANY ASSOCIATES 401(K) PROFIT SHARING PLAN
$2.5M · 36 participants
UNITED CEREBRAL PALSY OF GREATER SACRAMENTO,
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
UCP OF GREATER SACRAMENTO 403(B) PLAN
$2.5M · 908 participants
INTEGRATED HEALTH RESOURCES, LLC
INTEGRATED HEALTH RESOURCES 401(K) PLAN
$2.5M · 412 participants
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
