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Original filing (PDF)20251015143724NAL0006608560001
PREDICTIVE INDEX, LLC
Form 5500
FILING_RECEIVED
PREDICTIVE INDEX RETIREMENT TRUST PLAN
401(k) retirement plan
Active participants
219
Accounts w/ balance
302
Plan assets (EOY)
$30.9M
Net assets (EOY)
$30.9M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PREDICTIVE INDEX, LLC.
Plan sponsor
Name
PREDICTIVE INDEX, LLC
EIN
61-1748187
Address
101 STATION DRIVE · WESTWOOD, MA · 02090
Phone
(781) 235-8872
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $950 | — |
Investments
41 direct securities· $30.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | — | — | $4.4M | 14.4% | |
| FID FREEDOM 2055 K | — | — | — | $3.2M | 10.4% | |
| FID FREEDOM 2050 K | — | — | — | $3.1M | 9.9% | |
| FID CONTRAFUND | — | — | — | $3.0M | 9.9% | |
| FID FREEDOM 2045 K | — | — | — | $2.3M | 7.5% | |
| FID FREEDOM 2035 K | — | — | — | $2.1M | 6.6% | |
| FID TOTAL MKT IDX | — | — | — | $1.9M | 6.2% | |
| FID FREEDOM 2060 K | — | — | — | $1.9M | 6.1% | |
| FID FREEDOM 2040 K | — | — | — | $1.7M | 5.4% | |
| FID FREEDOM 2030 K | — | — | — | $1.6M | 5.2% | |
| FID CAPITAL APPREC | — | — | — | $1.1M | 3.4% | |
| FID GOVT MMKT | — | — | — | $778K | 2.5% | |
| FID FREEDOM 2065 K | — | — | — | $622K | 2.0% | |
| FID EXTD MKT IDX | — | — | — | $418K | 1.4% | |
| FID VALUE | — | — | — | $385K | 1.2% | |
| FID BALANCED | — | — | — | $340K | 1.1% | |
| TRP BLUE CHIP GR ADV | — | — | — | $191K | 0.6% | |
| FID INTL DISCOVERY | — | — | — | $178K | 0.6% | |
| Notes receivable from participants | — | — | — | $166K | 0.5% | |
| FID SEL ENERGY | — | — | — | $152K | 0.5% | |
| FID SHORT TERM BOND | — | — | — | $145K | 0.5% | |
| AS SMALL CO VALUE A | — | — | — | $143K | 0.5% | |
| FID STKSEL LGCAP VAL | — | — | — | $128K | 0.4% | |
| FID REAL ESTATE INVS | — | — | — | $128K | 0.4% | |
| FID EMERGING MKTS | — | — | — | $126K | 0.4% | |
| FID CAPITAL & INCOME | — | — | — | $91K | 0.3% | |
| BARON SMALL CAP | — | — | — | $83K | 0.3% | |
| FID STRATEGIC INCOME | — | — | — | $82K | 0.3% | |
| ABF LG CAP VAL INV | — | — | — | $78K | 0.3% | |
| FID STK SEL MID CAP | — | — | — | $67K | 0.2% | |
| FID INFL PR BD IDX | — | — | — | $48K | 0.2% | |
| AF BOND FD AMER R5 | — | — | — | $46K | 0.1% | |
| ROYCE SM CP OPPS S | — | — | — | $46K | 0.1% | |
| FID FREEDOM 2025 K | — | — | — | $45K | 0.1% | |
| FID FREEDOM 2015 K | — | — | — | $32K | 0.1% | |
| FID FREEDOM 2020 K | — | — | — | $27K | <0.1% | |
| FID FREEDOM INC K | — | — | — | $25K | <0.1% | |
| J H TRITON T | — | — | — | $24K | <0.1% | |
| FID INTL SM CAP OPP | — | — | — | $24K | <0.1% | |
| FID NEW MARKETS INC | — | — | — | $15K | <0.1% | |
| FID CANADA | — | — | — | $8K | <0.1% |
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