· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALLERGY AND IMMUNOLOGY ASSOCIATES OF NEW ENGLAND, LLC — AIANE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250707130617NAL0009068210001
ALLERGY AND IMMUNOLOGY ASSOCIATES OF NEW ENGLAND, LLC
Form 5500-SF
FILING_RECEIVED
AIANE 401(K) PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
81
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
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
ALLERGY AND IMMUNOLOGY ASSOCIATES OF NEW ENGLAND, LLC
.
Find decision makers
Plan sponsor
Name
ALLERGY AND IMMUNOLOGY ASSOCIATES OF NEW ENGLAND, LLC
EIN
46-5716469
Address
269 LOCUST STREET · NORTHAMPTON, MA · 01062
Phone
(413) 586-0769
Industry
Offices of Physicians
· 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
2025-07-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
VALLEY PERINATAL SERVICES, LLC
VALLEY PERINATAL SERVICES 401(K) PLAN
$3.7M · 112 participants
PODIATRIC MEDICAL PARTNERS OF
PODIATRIC MEDICAL PARTNERS OF 401(K) PROFIT SHARING PLAN & TRUST
$3.7M · 55 participants
WELLS FAMILY PRACTICE, L.L.C.
WELLS FAMILY PRACTICE, LLC 401(K) PROFIT SHARING PLAN
$3.7M · 9 participants
LAWRENCE CHAO M.D., INC.
LAWRENCE CHAO M.D., INC. PENSION PLAN
$3.7M · 6 participants
FORT WORTH FERTILITY
FORT WORTH FERTILITY RETIREMENT PLAN
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.
$3.7M · 8 participants
ATLANTIC GASTROENTEROLOGY ASSOCIATES, P.A.
ATLANTIC GASTROENTEROLOGY ASSOCIATES, P.A. RETIREMENT PLAN
$3.7M
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
