· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MURPHY EDWARDS GONCALVES FERRERA — MURPHY, EDWARDS, GONCALVES & FERRERA, PC 401(K) RET SAV PLN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250909104326NAL0012833619001
MURPHY EDWARDS GONCALVES FERRERA
Form 5500-SF
FILING_RECEIVED
MURPHY, EDWARDS, GONCALVES & FERRERA, PC 401(K) RET SAV PLN
401(k) retirement plan
Active participants
0
Accounts w/ balance
9
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MURPHY EDWARDS GONCALVES FERRERA
.
Find decision makers
Plan sponsor
Name
MURPHY EDWARDS GONCALVES FERRERA
EIN
76-0754060
Address
144 TURNPIKE ROAD, STE 200 · SOUTHBOROUGH, MA · 017722123
Phone
(508) 229-7900
Industry
CPA Offices
· Professional & Technical Services
see 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
2025-09-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
PH TAX & WEALTH SOLUTIONS CPAS, INC.
PH TAX & WEALTH SOLUTIONS CPAS, INC. 401(K) PLAN
$2.8M · 6 participants
TWANMOH, PENG & ASSOC., CPAS INC.
TWANMOH, PENG & ASSOC., CPAS INC. 401(K) PLAN
$2.8M · 7 participants
KOTZAN CPA AND ASSOCIATES, PC
KOTZAN CPA AND ASSOCIATES, PC 401(K) PLAN
$2.8M · 14 participants
GENE FREDERICKSON TRUCKING, INC.
GENE FREDERICKSON TRUCKING & EXCAVATING, INC. 401(K) PLAN FOR AFFILIATED EMPLOYERS
$2.8M · 36 participants
SHAH DIXIT & ASSOCIATES PC
90
Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SHAH DIXIT & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST
$2.8M · 26 participants
LVBW, LLP
LVBW, LLP 401(K) PLAN
$2.8M · 27 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
