How big is Centerline Communications LLC's plan?

Centerline Communications LLC's plan reported $59.8M in assets and 1,121 participants for 2024.

Original filing (PDF)20251010114738NAL0007646929001

Centerline Communications LLC

Name: Centerline Communications LLC — Centerline Communica, Form 5500 (2024)
Creator: Centerline Communications LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Centerline Communications LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Centerline Communications LLC's Centerline Communications LLC 401(k) Profit Sharing Plan and Trust held $59.8M in plan assets for 1,121 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributionsPossibly inadequate fidelity bondCorrective distributions issued

Active participants

1,121

Accounts w/ balance

955

Plan assets (EOY)

$59.8M

Net assets (EOY)

$59.8M

People on this filing

Brittany Ford signed Centerline Communications LLC's 2024 Form 5500 as plan administrator.

Brittany Ford — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Centerline Communications LLC's EIN is 61-1851360.

EIN 61-1851360

Plan number 001

Plan year 2024

ACK ID 20251010114738NAL0007646929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Centerline Communications LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Centerline Communications LLC's plan includes profit-sharing, 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 CENTERLINE COMMUNICATIONS LLC.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 38K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

CENTERLINE COMMUNICATIONS LLC

EIN

all filings

Address

750 W CENTER ST # 301 · WEST BRIDGEWATER, MA · 023791518

Phone

(617) 480-6059

Industry

Information / Tech / Media

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

2025-10-10

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$94K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIRST NATIONAL ADVISORS LLC	04-2541452	—	ADVISOR	$72K	—

Investments

34 direct securities· $59.8M(100% of reported assets)

Mutual Funds

$44.4M

21 holdings

Common Collective Trusts

$9.0M

3 holdings

Other securities

$4.5M

8 holdings

Bonds / Notes

$1.0M

1 holding

Common Stocks

$918K

1 holding

					% of plan
Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2035 N/R	Mutual Funds	—	—	$8.1M	13.6%
Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2030 N/R	Mutual Funds	—	—	$7.0M	11.7%
Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2045 N/R	Mutual Funds	—	—	$6.6M	11.0%
Yield Bond Fund I * Fidelity Investments Fidelity 500 Index Fund N/R	Common Collective Trusts	—	—	$6.5M	10.8%
Fidelity Investments Fidelity Freedom Index 2050 N/R	Mutual Funds	—	—	$5.5M	9.2%
Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2040 N/R	Mutual Funds	—	—	$5.5M	9.1%
Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2055 N/R	Mutual Funds	—	—	$3.9M	6.5%
Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2060 N/R	Mutual Funds	—	—	$1.9M	3.1%
Institutional Premium Class T. Rowe Price T. Rowe Price All-Cap Opportunities N/R	Other securities	—	—	$1.7M	2.8%
Class L Dimensional Fund Advisors DFA U.S. Large Cap Value Portfolio N/R	Mutual Funds	—	—	$1.3M	2.2%
Fidelity Investments Fidelity Mid Cap Index Fund N/R	Common Collective Trusts	—	—	$1.3M	2.2%
Fidelity Investments Fidelity Small Cap Index Fund N/R	Common Collective Trusts	—	—	$1.2M	2.0%
Stable Asset Fund II Participant Loans * Participant Loans Interest rates: 4.25% - 10.50% $0	Bonds / Notes	—	—	$1.0M	1.7%
Guaranteed Income Fund Standard Insurance Company Standard Insurance Company N/R	Common Stocks	—	—	$918K	1.5%
Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2025 N/R	Mutual Funds	—	—	$795K	1.3%
Administrative Class American Funds American Funds New World Fund N/R	Mutual Funds	—	—	$742K	1.2%
Class R6 Carillon Family of Funds Carillon Eagle Mid Cap Growth N/R	Other securities	—	—	$702K	1.2%
Fund * T. Rowe Price T. Rowe Price IS International N/R	Other securities	—	—	$558K	0.9%
Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2065 N/R	Mutual Funds	—	—	$540K	0.9%
Fidelity Investments Fidelity Extended Market Index N/R	Mutual Funds	—	—	$464K	0.8%
Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2015 N/R	Mutual Funds	—	—	$431K	0.7%
Cohen & Steers Cohen & Steers Realty Shares Fund N/R	Other securities	—	—	$425K	0.7%
Fund Admiral Shares MFS Investments MFS Mid Cap Value Fund Class R6 N/R	Mutual Funds	—	—	$405K	0.7%
PIMCO Income Fund Institutional N/R	Mutual Funds	—	—	$404K	0.7%
Fund Class I Federated Hermes Institutional High N/R	Other securities	—	—	$350K	0.6%
Institutional Premium Class Baron Investment Funds Trust Baron Discovery Fund Institutional N/R	Other securities	—	—	$315K	0.5%
Opportunities Fund Class K Vanguard Global Vanguard Global ESG Select Stock N/R	Mutual Funds	—	—	$253K	0.4%
American Century American Century Small Cap Value N/R	Other securities	—	—	$239K	0.4%
Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2020 N/R	Mutual Funds	—	—	$215K	0.4%
Fund R6 Class * Fidelity Investments Fidelity Select Healthcare Care N/R	Mutual Funds	—	—	$183K	0.3%
Shares BlackRock Technology BlackRock Technology N/R	Other securities	—	—	$178K	0.3%
Institutional Class PIMCO Real Return Fund N/R	Mutual Funds	—	—	$154K	0.3%
Portfolio Fund * Fidelity Investments Fidelity Freedom Index 2070 N/R	Mutual Funds	—	—	$80K	0.1%
Disciplined Equity Fund * Fidelity Investments Fidelity Freedom Index Income N/R	Mutual Funds	—	—	$5K	<0.1%