How big is Boston Research and Management's plan?

Boston Research and Management's plan reported $2.3M in assets and 8 participants for 2024.

Original filing (PDF)20250627104946NAL0009314145001

Boston Research and Management

Name: Boston Research and Management — Boston Research and, Form 5500 (2024)
Creator: Boston Research and Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boston Research and Management 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Boston Research and Management's Boston Research and Management 401(k) Profit Sharing Plan & Trust held $2.3M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Daniel Tortola signed Boston Research and Management's 2024 Form 5500 as plan administrator.

Daniel Tortola — 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 Research and Management's EIN is 04-3213592.

EIN 04-3213592

Plan number 001

Plan year 2024

ACK ID 20250627104946NAL0009314145001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boston Research and Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boston Research and Management'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 RESEARCH AND MANAGEMENT.

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Plan health score

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. 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