Original filing (PDF)20250630053435NAL0010839857001

Boston Retirement Group, LLC

Name: Boston Retirement Group, LLC — Boston Retirement, Form 5500 (2024)
Creator: Boston Retirement Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boston Retirement Group, LLC 401(k) Plan

401(k) retirement plan · Boston Retirement Group, LLC's Boston Retirement Group, LLC 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Boston Retirement Group, LLC's EIN is 81-3093753.

EIN 81-3093753

Plan number 001

Plan year 2024

ACK ID 20250630053435NAL0010839857001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boston Retirement Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boston Retirement Group, LLC'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 RETIREMENT GROUP, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score