BUSINESS & PROFESSIONAL EXCHAN 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
71
Accounts w/ balance
71
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score
78
/ 100
Grade B
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
22
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUSINESS & PROFESSIONAL EXCHAN.
Plan sponsor
Name
BUSINESS & PROFESSIONAL EXCHAN
EIN
04-3139009
Address
100 CUMMINGS CTR STE 344C · BEVERLY, MA · 019156136
