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Original filing (PDF)20251014095517NAL0001202963001
SHAWMUT GROUP INC.
Form 5500
FILING_RECEIVED
SHAWMUT GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
971
Accounts w/ balance
1,419
Plan assets (EOY)
$188.1M
Net assets (EOY)
$188.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 54% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHAWMUT GROUP INC..
Plan sponsor
Name
SHAWMUT GROUP INC.
EIN
81-3645861
Address
560 HARRISON AVENUE · BOSTON, MA · 02118
Phone
(617) 622-7000
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPERA | 26-4310632 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $289K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT | $0 | — |
Investments
33 direct securities · 3 pooled funds· $212.8M(100% 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
$187.3M
33 holdings
Pooled Separate Account
$20.4M
2 holdings
Common Collective Trust
$5.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Mass Inv Growth Stk R6 Fd | — | — | $0 | $20.1M | 10.7% | |
| NEUBERGER BERM GENESIS R6 FUND | — | — | $0 | $19.9M | 10.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $19.9M | 10.6% | |
| Amer Funds Amer Bal R6 Fd | — | — | $0 | $14.4M | 7.6% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd | — | — | $0 | $12.8M | 6.8% | |
| American Fds WshMut Inv R6 Fd | — | — | $0 | $11.5M | 6.1% | |
| American Funds NewPrsp R6 Fnd | — | — | $0 | $10.7M | 5.7% | |
| MFS Intl Intrinsic Value R4 Fd | — | — | $0 | $10.4M | 5.5% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd | — | — | $0 | $9.7M | 5.2% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd | — | — | $0 | $8.7M | 4.6% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd | — | — | $0 | $7.7M | 4.1% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd | — | — | $0 | $6.5M | 3.5% | |
| Vgd Ttl Intl Stk Idx Adm Fd | — | — | $0 | $5.8M | 3.1% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd | — | — | $0 | $5.7M | 3.0% | |
| Columbia Sel MidCp Value I3 Fd | — | — | $0 | $5.2M | 2.8% | |
| Dodge & Cox Income I Fund | — | — | $0 | $5.0M | 2.7% | |
| INVESCO STABLE VALUE TRUST INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $5.0M | 2.7% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd | — | — | $0 | $5.0M | 2.7% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd | — | — | $0 | $4.0M | 2.1% | |
| Macquarie Mid Cap Growth R6 Fu | — | — | $0 | $3.4M | 1.8% | |
| REINHART GENESIS PMV ADV FD | — | — | $0 | $3.0M | 1.6% | |
| INVESCO Stable Value Trust | — | — | $0 | $2.5M | 1.3% | |
| BLACKROCK HY PORTFOLIO K FUND | — | — | $0 | $2.4M | 1.3% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.9M | 1.0% | |
| MFS Emerging Mkts Debt R4 Fd | — | — | $0 | $1.9M | 1.0% | |
| Participant Loans | — | — | $0 | $1.7M | 0.9% | |
| AMERICAN FUNDS 2070 TDR R6 FD | — | — | $0 | $1.7M | 0.9% | |
| Am Fds 2015 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.3M | 0.7% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd | — | — | $0 | $1.3M | 0.7% | |
| American Funds NewWorld R6 | — | — | $0 | $1.1M | 0.6% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd | — | — | $0 | $988K | 0.5% | |
| Prin LgCp S&P 500 Index SA-Z | — | — | $0 | $589K | 0.3% | |
| PRIN INFLATION PROTECT SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $589K | 0.3% | |
| PGIM Total Ret Bond Z Fd | — | — | $0 | $337K | 0.2% | |
| Prin Inflation Protect SA-R6 | — | — | $0 | $113K | <0.1% | |
| PIMCO Intl Bond (USD-Hdg) I Fd | — | — | $0 | $151 | <0.1% |
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