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Sponsor portfolio

MASSACHUSETTS CAPITAL RESOURCE COMPANY

EIN 04-2631257-financial services-Latest filing 2025
Plans
3
Retirement
2
$14.5M assets
Welfare
1
Participants
35
THE BERKELEY 420 BOYLSTON STREET - BOSTON, MA 02116617-536-3900masscapital.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filings
#001TraditionalDB-$8.7M - 13 part#002401k-$5.7M - 11 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $14.5M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • RESOURCE COMPANY PENSION (#001)60%
  • RESOURCE COMPANY 401(K) (#002)40%
Total $14.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RESOURCE COMPANY PENSION (#001)13
  • RESOURCE COMPANY 401(K) (#002)11
Total 24Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MASSACHUSETTS CAPITAL RESOURCE COMPANY PENSION PLAN

TraditionalDB

Assets$8.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MASSACHUSETTS CAPITAL RESOURCE COMPANY 401(K) PLAN

401k

Assets$5.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

MASSACHUSETTS CAPITAL RESOURCE COMPANY 401(K) PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MASSACHUSETTS CAPITAL RESOURCE COMPANY PENSION PLANTraditionalDB$8.7M132025
002MASSACHUSETTS CAPITAL RESOURCE COMPANY 401(K) PLAN401k$5.7M112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002MASSACHUSETTS CAPITAL RESOURCE COMPANY 401(K) PLANSelf Funded-$002025
Retirement plans
Welfare plans
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