Back to filter
Original filing (PDF)20250721120303NAL0003030226001
APPLEBURY BEHAVIOR ASSOCIATES IN
Form 5500-SF
FILING_RECEIVED
APPLEBURY BEHAVIOR ASSOCIATES INC
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
121
Accounts w/ balance
119
Plan assets (EOY)
$456K
Net assets (EOY)
$456K
Plan health score (directional)
77
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLEBURY BEHAVIOR ASSOCIATES IN.
Plan sponsor
Name
APPLEBURY BEHAVIOR ASSOCIATES IN
EIN
83-3525471
Address
234 MERRIAM AVE · LEOMINSTER, MA · 01453
Phone
(617) 749-8831
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-07-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
TUAN A. PHAM, M.D., INC.
TUAN A. PHAM, M.D., INC. PROFIT SHARING PLAN
$456K · 5 participants
INTEGRATED DERMATOLOGY OF MISSION VIEJO, APMC
INTEGRATED DERMATOLOGY OF MISSION VIEJO, APMC 401(K) PLAN
$456K · 6 participants
CENTER FOR NEUROLOGY & SPINE PC
CENTER FOR NEUROLOGY & SPINE PC SECTION 401(K) PROFIT SHARING PLAN AND TRUST
$456K · 5 participants
FARZANEH COSMETIC SURGERY, INC.
FARZANEH COSMETIC SURGERY, INC. RETIREMENT PLAN
$456K · 9 participants
FITNESS & RECOVERY MEDICAL PRACTICE, PC
FITNESS & RECOVERY MEDICAL PRACTICE, PC 401(K) PLAN
$456K · 9 participants
AUSTIN HOLISTIC HEALTH MANAGEM
AUSTIN HOLISTIC HEALTH MANAGEM 401(K) PROFIT SHARING PLAN & TRUST
$457K · 3 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