BOSTON PRIVATE
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
13
Active participants
3,002
Total plan assets
$285.5M
Filings (rows)
14
Direct comp
$286K
Indirect comp
$11K
Aggregating 4 name variants under "BOSTON PRIVATE"
SERVICES PROVIDED
Advisor / Consultant8
Other4
Accountant / Auditor1
Top plans served
Showing top 14 of 13 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| AMERICAN WELL CORPORATION AMERICAN WELL CORPORATION 401(K) PLAN | BOSTON, MA | Accountant / Auditor ACCOUNTANT/AUDITOR | 1,049 | $69.1M | $18K |
| BERKSHIRE FARM CENTER AND SERVICES FOR YOUTH PENSION PLAN OF BERKSHIRE FARM CENTER AND SERVICES FOR YOUTH | CANAAN, NY | Other NONE | 40 | $66.8M | $59K |
| KRAFT POWER CORPORATION KRAFT POWER CORPORATION 401(K) PROFIT SHARING PLAN | WOBURN, MA | Advisor / Consultant INVESTMENT ADVISOR | 180 | $26.9M | $30K |
| KRAFT POWER CORPORATION KRAFT POWER CORPORATION 401(K) PROFIT SHARING PLAN | WOBURN, MA | Advisor / Consultant INVESTMENT ADVISOR | 176 | $24.1M | $20K |
| KRAFT POWER CORPORATION KRAFT POWER CORPORATION 401(K) PROFIT SHARING PLAN | WOBURN, MA | Advisor / Consultant INVESTMENT ADVISOR | 176 | $24.1M | $10K |
| KRAFT POWER CORPORATION KRAFT POWER CORPORATION 401(K) PROFIT SHARING PLAN | WOBURN, MA | Advisor / Consultant INVESTMENT ADVISOR | 163 | $20.5M | $28K |
| FIL-TEC, INC. FIL-TEC, INC. PROFIT SHARING PLAN | HAGERSTOWN, MD | Advisor / Consultant ADVISOR | 176 | $18.4M | $20K |
| FIL-TEC, INC. FIL-TEC, INC. PROFIT SHARING PLAN | HAGERSTOWN, MD | Advisor / Consultant ADVISOR | 166 | $15.8M | $20K |
| HORACE MANN EDUCATIONAL ASSOCIATES, INC. DBA HMEA HMEA RETIREMENT PLAN | FRANKLIN, MA | Other CONSULTING | 474 | $11.6M | $19K |
| HORACE MANN EDUCATIONAL ASSOCIATES, INC. DBA HMEA HMEA RETIREMENT PLAN | FRANKLIN, MA | Other CONSULTING | 0 | $9.6M | $12K |
| INSOURCE SERVICES, INC. INSOURCE SERVICES 401(K) PROFIT SHARING PLAN | WELLESLEY, MA | Advisor / Consultant ADVISOR | 162 | $8.2M | $15K |
| INDUSTRIAL VALCO INC. IV RETIREMENT PLAN | E RANCHO DOMINGUEZ, CA | Other INVESTMENT/FINANCIAL ADVI | 94 | $6.5M | $23K |
| INSOURCE SERVICES, INC. INSOURCE SERVICES 401(K) PROFIT SHARING PLAN | WELLESLEY, MA | Advisor / Consultant ADVISOR | 154 | $5.4M | $13K |
| ADVERTISE PURPLE, INC. ADVERTISE PURPLE, INC. RETIREMENT PLAN AND TRUST | SANTA MONICA, CA | Advisor / Consultant INVESTORY ADVISORY | 168 | $2.7M | $0 |