Back to filter
Original filing (PDF)20250604115756NAL0019314240002
PRIO WEALTH LP
Form 5500-SF
FILING_RECEIVED
PRIO WEALTH 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
30
Plan assets (EOY)
$20.6M
Net assets (EOY)
$20.6M
Plan health score (directional)
87
/ 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
90
Knocking points off
- No active participants reported but plan still holds assets.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIO WEALTH LP.
Plan sponsor
Name
PRIO WEALTH LP
EIN
26-1697934
Address
265 FRANKLIN STREET · SUITE 2001 · BOSTON, MA · 02110
Phone
(617) 224-1900
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Finance & Insurance plans
KSL ADVISORS, LLC
KSL ADVISORS, LLC 401(K) PLAN
$20.6M · 112 participants
HIGHVISTA STRATEGIES LLC
HIGHVISTA STRATEGIES LLC 401(K) RETIREMENT PLAN
$20.5M · 68 participants
ACROPOLIS INVESTMENT MANAGEMENT, LLC
ACROPOLIS 401(K) PLAN
$20.6M · 44 participants
VULCAN MANAGEMENT, INC
VULCAN MANAGEMENT, INC. 401K PLAN
$20.5M · 45 participants
MAINLINE INVESTMENT PARTNERS, LLC
MAINLINE MERION 401(K) PLAN
$20.5M · 111 participants
IEQ CAPITAL, LLC
IEQ CAPITAL 401(K) PLAN
$20.7M · 240 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