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Original filing (PDF)20251010114738NAL0007646929001
CENTERLINE COMMUNICATIONS LLC
Form 5500
FILING_RECEIVED
CENTERLINE COMMUNICATIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
1,121
Accounts w/ balance
955
Plan assets (EOY)
$59.8M
Net assets (EOY)
$59.8M
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 (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 28 bps in Schedule C fees — 74% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTERLINE COMMUNICATIONS LLC.
Plan sponsor
Name
CENTERLINE COMMUNICATIONS LLC
EIN
61-1851360
Address
750 W CENTER ST # 301 · WEST BRIDGEWATER, MA · 023791518
Phone
(617) 480-6059
Industry
Information / Tech / Mediasee 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
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $94K | — |
Advisor / Consultant
1| 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)
Uncategorized
$59.4M
33 holdings
Mutual Funds
$404K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2035 N/R | — | — | — | $8.1M | 13.6% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2030 N/R | — | — | — | $7.0M | 11.7% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2045 N/R | — | — | — | $6.6M | 11.0% | |
| Yield Bond Fund I * Fidelity Investments Fidelity 500 Index Fund N/R | — | — | — | $6.5M | 10.8% | |
| Fidelity Investments Fidelity Freedom Index 2050 N/R | — | — | — | $5.5M | 9.2% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2040 N/R | — | — | — | $5.5M | 9.1% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2055 N/R | — | — | — | $3.9M | 6.5% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2060 N/R | — | — | — | $1.9M | 3.1% | |
| Institutional Premium Class T. Rowe Price T. Rowe Price All-Cap Opportunities N/R | — | — | — | $1.7M | 2.8% | |
| Class L Dimensional Fund Advisors DFA U.S. Large Cap Value Portfolio N/R | — | — | — | $1.3M | 2.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | — | — | — | $1.3M | 2.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | — | — | — | $1.2M | 2.0% | |
| Stable Asset Fund II Participant Loans * Participant Loans Interest rates: 4.25% - 10.50% $0 | — | — | — | $1.0M | 1.7% | |
| Guaranteed Income Fund Standard Insurance Company Standard Insurance Company N/R | — | — | — | $918K | 1.5% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2025 N/R | — | — | — | $795K | 1.3% | |
| Administrative Class American Funds American Funds New World Fund N/R | — | — | — | $742K | 1.2% | |
| Class R6 Carillon Family of Funds Carillon Eagle Mid Cap Growth N/R | — | — | — | $702K | 1.2% | |
| Fund * T. Rowe Price T. Rowe Price IS International N/R | — | — | — | $558K | 0.9% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2065 N/R | — | — | — | $540K | 0.9% | |
| Fidelity Investments Fidelity Extended Market Index N/R | — | — | — | $464K | 0.8% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2015 N/R | — | — | — | $431K | 0.7% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund N/R | — | — | — | $425K | 0.7% | |
| Fund Admiral Shares MFS Investments MFS Mid Cap Value Fund Class R6 N/R | — | — | — | $405K | 0.7% | |
| PIMCO Income Fund Institutional N/R | Mutual Funds | — | — | $404K | 0.7% | |
| Fund Class I Federated Hermes Institutional High N/R | — | — | — | $350K | 0.6% | |
| Institutional Premium Class Baron Investment Funds Trust Baron Discovery Fund Institutional N/R | — | — | — | $315K | 0.5% | |
| Opportunities Fund Class K Vanguard Global Vanguard Global ESG Select Stock N/R | — | — | — | $253K | 0.4% | |
| American Century American Century Small Cap Value N/R | — | — | — | $239K | 0.4% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2020 N/R | — | — | — | $215K | 0.4% | |
| Fund R6 Class * Fidelity Investments Fidelity Select Healthcare Care N/R | — | — | — | $183K | 0.3% | |
| Shares BlackRock Technology BlackRock Technology N/R | — | — | — | $178K | 0.3% | |
| Institutional Class PIMCO Real Return Fund N/R | — | — | — | $154K | 0.3% | |
| Portfolio Fund * Fidelity Investments Fidelity Freedom Index 2070 N/R | — | — | — | $80K | 0.1% | |
| Disciplined Equity Fund * Fidelity Investments Fidelity Freedom Index Income N/R | — | — | — | $5K | <0.1% |
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