· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CROMWELL HARBOR MANAGEMENT LLC — CROMWELL HARBOR MANAGEMENT LLC 401(K) RETIREMENT PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015162233NAL0010614082001
CROMWELL HARBOR MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
CROMWELL HARBOR MANAGEMENT LLC 401(K) RETIREMENT PLAN & TRUST
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
0
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CROMWELL HARBOR MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
CROMWELL HARBOR MANAGEMENT LLC
EIN
92-3786840
Address
800 BOYLSTON STREET SUITE 2220 · BOSTON, MA · 02199
Phone
(214) 240-1500
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2025-01-01
Tax period
2025-12-31
Filed
2025-10-15
Pension benefit codes
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
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 providers
Related plans
Similar-size Professional & Technical Services plans
CONWAY & MROWIEC ATTORNEYS LLLP
CONWAY & MROWIEC ATTORNEYS LLLP 401K PLAN
$2.4M · 5 participants
BELLEFONTAINE LAW FIRM, LLC
BELLEFONTAINE LAW FIRM, LLC PROFIT SHARING PLAN
$1.8M · 2 participants
LAW OFFICES OF DAYNA KELLY, PC
LAW OFFICES OF DAYNA KELLY, PC 401K PLAN
$1.5M · 3 participants
THE LAW FIRM OF WESLEY A HILL, LLC
THE LAW FIRM OF WESLEY A. HILL, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN
$1.3M · 2 participants
REID J ROETHE, LLC
100
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.
REID J ROETHE LLC 401K PLAN
$1.1M · 1 participants
HAAS AND ZALTZ LLP
HAAS AND ZALTZ LLP 401K PLAN
$808K · 12 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
