Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
85
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.
Compliance & integrity
80
Total plan cost
98
Plan health
65
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEEDHAM BANK.
