Back to filter
Original filing (PDF)20251006135252NAL0003719089001
COMPETITION DYNAMICS, INC.
Form 5500-SF
FILING_RECEIVED
COMPETITION DYNAMICS, INC. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
11
Accounts w/ balance
—
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPETITION DYNAMICS, INC..
Plan sponsor
Name
COMPETITION DYNAMICS, INC.
EIN
46-4426562
Address
10 FEDERAL STREET · SUITE 301 · SALEM, MA · 019703535
Phone
(617) 394-1941
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
QEI, LLC
QEI, LLC 401(K) PLAN
$3.4M · 31 participants
MDB, INC.
MDB, INC. CASH BALANCE PLAN
$3.4M · 62 participants
COMPUTER TECHNOLOGIES CONSULTANTS
COMPUTER TECHNOLOGIES CONSULTANTS 401(K) PROFIT SHARING PLAN
$3.4M · 45 participants
SYSTEMS RESOURCE MANAGEMENT, INC.
SYSTEMS RESOURCE MANAGEMENT, INC. 401(K) PLAN
$3.4M · 31 participants
WESTERWOOD GLOBAL USA CORPORATION
WGNSTAR 401(K) PLAN
$3.4M · 687 participants
PARADIGM TECHNOLOGY CONSULTING, LLC
PARADIGM TECHNOLOGY 401(K) PLAN
$3.4M · 45 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
