How big is Union Capital Boston's plan?

Union Capital Boston's plan reported $89K in assets and 9 participants for 2024.

Original filing (PDF)20250710053434NAL0003259267001

Union Capital Boston

Name: Union Capital Boston — Union Capital Boston 403(b), Form 5500 (2024)
Creator: Union Capital Boston
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Union Capital Boston 403(b) Plan

401(k) retirement plan · Union Capital Boston's Union Capital Boston 403(b) Plan held $89K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$89K

Net assets (EOY)

$89K

Plan identifiers

Union Capital Boston's EIN is 47-1136081.

EIN 47-1136081

Plan number 001

Plan year 2024

ACK ID 20250710053434NAL0003259267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Union Capital Boston from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Union Capital Boston's plan includes a 403(b) annuity, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNION CAPITAL BOSTON.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score