How big is Boston Portfolio Advisors, Inc.'s plan?

Boston Portfolio Advisors, Inc.'s plan reported $1.6M in assets and 29 participants for 2024.

Original filing (PDF)20251015142631NAL0006418672001

Boston Portfolio Advisors, Inc.

Name: Boston Portfolio Advisors, Inc. — Boston Portfolio, Form 5500 (2024)
Creator: Boston Portfolio Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boston Portfolio Advisors, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Boston Portfolio Advisors, Inc.'s Boston Portfolio Advisors, Inc. 401(k) Profit Sharing Plan and Trust held $1.6M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Jessica Cartoon signed Boston Portfolio Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Jessica Cartoon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Boston Portfolio Advisors, Inc.'s EIN is 04-2737945.

EIN 04-2737945

Plan number 002

Plan year 2024

ACK ID 20251015142631NAL0006418672001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boston Portfolio Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boston Portfolio Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOSTON PORTFOLIO ADVISORS, INC..

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Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off