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Original filing (PDF)20251010052313NAL0004365011001
NUMERATED GROWTH TECHNOLOGIES, I
Form 5500
FILING_RECEIVED
NUMERATED GROWTH TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 1
49% in single holding
Active participants
64
Accounts w/ balance
97
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund "" is 49% of plan.
Helping the score
- Below-peer total fees (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NUMERATED GROWTH TECHNOLOGIES, I.
Plan sponsor
Name
NUMERATED GROWTH TECHNOLOGIES, I
EIN
82-0764149
Address
141 TREMONT ST · BOSTON, MA · 02111
Phone
(857) 254-4193
Industry
Professional & Technical 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
2025-10-10
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
Investments
25 direct securities· $5.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund " | — | — | — | $2.7M | 48.5% | |
| Vanguard Total International Stock Index Fund " | — | — | — | $1.4M | 24.7% | |
| Vanguard Total Bond Market Index Fund " | — | — | — | $576K | 10.3% | |
| Vanguard Real Estate Index Fund " | — | — | — | $363K | 6.5% | |
| Vanguard Total International Bond Index Fund " | — | — | — | $195K | 3.5% | |
| Vanguard Growth Index Fund " | — | — | — | $67K | 1.2% | |
| Vanguard 500 Index Fund " | — | — | — | $61K | 1.1% | |
| Vanguard Value Index Fund " | — | — | — | $36K | 0.6% | |
| Vanguard Small-Cap Index Fund " | — | — | — | $32K | 0.6% | |
| American Funds 2055 Target Date Retirement Fund " | — | — | — | $30K | 0.5% | |
| Vanguard Federal Money Market Fund " | — | — | — | $22K | 0.4% | |
| American Funds 2065 Target Date Retirement Fund " | — | — | — | $20K | 0.4% | |
| Vanguard Mid-Cap Index Fund " | — | — | — | $17K | 0.3% | |
| American Funds 2040 Target Date Retirement Fund " | — | — | — | $13K | 0.2% | |
| Vanguard Small-Cap Growth Index Fund " | — | — | — | $13K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund " | — | — | — | $12K | 0.2% | |
| Vanguard FTSE Social Index Fund " | — | — | — | $9K | 0.2% | |
| Vanguard Mid-Cap Growth Index Fund " | — | — | — | $7K | 0.1% | |
| Vanguard Emerging Markets Stock Index Fund " | — | — | — | $6K | 0.1% | |
| Vanguard Developed Markets Index Fund " | — | — | — | $3K | <0.1% | |
| Vanguard Small Cap Value Index Fund " | — | — | — | $3K | <0.1% | |
| DFA International Value Portfolio " | — | — | — | $3K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund " | — | — | — | $2K | <0.1% | |
| DFA Emerging Markets Small Cap Portfolio " | — | — | — | $1K | <0.1% | |
| DFA International Small Cap Value Portfolio Mutual fund | — | — | — | $1K | <0.1% |
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