Back to filter
Original filing (PDF)20251014095909NAL0001207155001
ADVISOR360
Form 5500
FILING_RECEIVED
ADVISOR360 401(K) P/S PLAN
401(k) retirement plan
Active participants
422
Accounts w/ balance
578
Plan assets (EOY)
$96.6M
Net assets (EOY)
$96.6M
How this plan invests
This plan
1 pooled trust
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVISOR360.
Plan sponsor
Name
ADVISOR360
EIN
83-1740964
Address
133 BOSTON POST RD · WESTON, MA · 02493
Phone
(781) 529-9479
Industry
Software Publishers· 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
RSM 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 | -$25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $24K | — |
Investments
45 direct securities · 1 pooled fund· $96.6M(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
$96.2M
45 holdings
Common Collective Trust
$400K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $15.5M | 16.1% | |
| Fidelity Nasdaq Composite Index Fund Mutual Fund | — | — | — | $9.0M | 9.3% | |
| Fidelity Freedom 2040 Fund- Class K6 Mutual Fund | — | — | — | $7.9M | 8.2% | |
| Fidelity Freedom 2050 Fund- Class K6 Mutual Fund | — | — | — | $7.1M | 7.3% | |
| Fidelity Freedom 2045 Fund- Class K6 Mutual Fund | — | — | — | $5.6M | 5.8% | |
| Loomis Sayles Growth Y Mutual Fund | — | — | — | $4.9M | 5.0% | |
| Fidelity Freedom 2055 Fund- Class K6 Mutual Fund | — | — | — | $3.9M | 4.1% | |
| Vanguard Federal Money Market Fund Money Market | — | — | — | $3.2M | 3.3% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $3.1M | 3.2% | |
| Fidelity Freedom 2035 Fund- Class K6 Mutual Fund | — | — | — | $3.1M | 3.2% | |
| Fidelity Freedom 2030 Fund- Class K6 Mutual Fund | — | — | — | $3.0M | 3.1% | |
| American Beacon Large Cap Value Fund Class R6 Mutual Fund | — | — | — | $2.4M | 2.5% | |
| Fidelity Freedom 2025 Fund- Class K6 Mutual Fund | — | — | — | $2.1M | 2.2% | |
| Fidelity Extended Market Index Fund Mutual Fund | — | — | — | $2.1M | 2.2% | |
| American Funds EuroPacific Growth Fund Class R6 Mutual Fund | — | — | — | $1.7M | 1.8% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $1.7M | 1.8% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $1.6M | 1.7% | |
| Columbia Contrarian Core Fund Institutional 3 Class Mutual Fund | — | — | — | $1.6M | 1.7% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $1.6M | 1.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $1.4M | 1.5% | |
| Victory Integrity Small-Cap Value Fund Class R6 Mutual Fund | — | — | — | $1.4M | 1.5% | |
| Fidelity Freedom 2060 Fund- Class K6 Mutual Fund | — | — | — | $1.3M | 1.4% | |
| Fidelity Total Bond K6 Fund Mutual Fund | — | — | — | $1.2M | 1.3% | |
| MFS Mid Cap Value Fund Class R6 Mutual Fund | — | — | — | $1.1M | 1.2% | |
| Wasatch Small Cap Growth Fund Institutional Class Mutual Fund | — | — | — | $937K | 1.0% | |
| PIMCO Income Fund; Institutional Mutual Fund | — | — | — | $888K | 0.9% | |
| MFS International Growth Fund Class R6 Mutual Fund | — | — | — | $835K | 0.9% | |
| Fidelity Balanced K6 Fund Mutual Fund | — | — | — | $778K | 0.8% | |
| Notes receivable from participants maturing through 2034 | — | — | — | $679K | 0.7% | |
| Fidelity Freedom 2065 Fund- Class K6 Mutual Fund | — | — | — | $635K | 0.7% | |
| Hartford Schroders Emerging Markets Equity Fund Class SDR Mutual Fund | — | — | — | $574K | 0.6% | |
| Self-directed brokerage account Self-Directed Brokerage | — | — | — | $478K | 0.5% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $400K | 0.4% | |
| Fidelity Large Cap value Index Mutual Fund | — | — | — | $391K | 0.4% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $303K | 0.3% | |
| BlackRock Global Allocation, Inc. Class K Mutual Fund | — | — | — | $277K | 0.3% | |
| Fidelity Freedom 2020 Fund- Class K6 Mutual Fund | — | — | — | $275K | 0.3% | |
| FPA New Income Fund Mutual Fund | — | — | — | $262K | 0.3% | |
| MainStay MacKay High Yield Corporate Bond Fund Class R6 Mutual Fund | — | — | — | $228K | 0.2% | |
| The Hartford World Bond Fund Class R6 Mutual Fund | — | — | — | $213K | 0.2% | |
| C&S Realty Shares Z Mutual Fund | — | — | — | $181K | 0.2% | |
| ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Class I Mutual Fund | — | — | — | $176K | 0.2% | |
| Principal Global Real Estate Fund Class R-6 Mutual Fund | — | — | — | $145K | 0.1% | |
| Transamerica Internationl Equity R6 Mutual Fund | — | — | — | $88K | <0.1% | |
| Fidelity Freedom Income Fund- Class K6 Mutual Fund | — | — | — | $32K | <0.1% | |
| Fidelity Freedom 2010 Fund- Class K6 Mutual Fund | — | — | — | $1K | <0.1% |