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Original filing (PDF)20250905133131NAL0017175473001
NEW ENGLAND AUTHENTIC EATS LLC
Form 5500
FILING_RECEIVED
NEW ENGLAND AUTHENTIC EATS 401(K) PLAN
401(k) retirement plan
Signals · 1
40% in single holding
Active participants
1,066
Accounts w/ balance
452
Plan assets (EOY)
$25.5M
Net assets (EOY)
$25.5M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
80
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "JP Morgan Large Cap Growth Fund Fund R6" is 40% of plan.
- 57 bps in Schedule C fees — 95% above peer band of 29 bps.
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW ENGLAND AUTHENTIC EATS LLC.
Plan sponsor
Name
NEW ENGLAND AUTHENTIC EATS LLC
EIN
61-1905885
Address
600 PROVIDENCE HIGHWAY · DEDHAM, MA · 02026
Phone
(781) 467-1771
Industry
Accommodation & Food Servicessee 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
2025-09-05
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $94K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | — | EAST PROVIDENCE, RI | CONTRACT ADMIN | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON AND BLETZER, PLLC | 04-3499945 | — | AUDITOR | $13K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLEXUS FINANCIAL SVCS LLC | 27-1746834 | — | NONE | $30K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $824 | — |
Investments
24 direct securities · 1 pooled fund· $25.2M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$24.0M
24 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund R6 | — | — | — | $10.2M | 39.9% | |
| Massachusetts Financial Services Value Fund R6 | — | — | — | $3.9M | 15.5% | |
| American Funds 2040 Target Date Return Fund R6 | — | — | — | $1.4M | 5.3% | |
| American Funds Bond Fund of America Fund R6 | — | — | — | $1.2M | 4.8% | |
| INVESCO STABLE VALUE TRUST - I INVESCO ADVISERS, INC. · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.8% | |
| American Funds 2030 Target Date Return Fund R6 | — | — | — | $1.1M | 4.1% | |
| JP Morgan U.S. Equity Fund R6 | — | — | — | $882K | 3.5% | |
| American Funds 2050 Target Date Return Fund R6 | — | — | — | $838K | 3.3% | |
| Massachusetts Financial Services Utilities Fund R6 | — | — | — | $765K | 3.0% | |
| Massachusetts Financial Services International Growth Fund | — | — | — | $708K | 2.8% | |
| Massachusetts Financial Services New Discovery Fund R6 | — | — | — | $667K | 2.6% | |
| American Funds 2020 Target Date Return Fund R6 | — | — | — | $598K | 2.3% | |
| American Funds 2035 Target Date Return Fund R6 | — | — | — | $304K | 1.2% | |
| Fidelity 500 Index Fund | — | — | — | $225K | 0.9% | |
| American Funds 2025 Target Date Return Fund R6 | — | — | — | $211K | 0.8% | |
| American Funds 2045 Target Date Return Fund R6 | — | — | — | $170K | 0.7% | |
| American Funds 2055 Target Date Return Fund R6 | — | — | — | $158K | 0.6% | |
| American Funds 2060 Target Date Return Fund R6 | — | — | — | $128K | 0.5% | |
| PIMCO Real Return Fund Inst | — | — | — | $117K | 0.5% | |
| Fidelity International Index Fund | — | — | — | $116K | 0.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $108K | 0.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $79K | 0.3% | |
| American Funds 2065 Target Date Return Fund R6 | — | — | — | $51K | 0.2% | |
| American Funds 2010 Target Date Return Fund R6 | — | — | — | $44K | 0.2% | |
| American Funds 2015 Target Date Return Fund R6 | — | — | — | $24K | <0.1% |