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Sponsor portfolio

BOSTON PORTFOLIO ADVISORS, INC.

EIN 04-2737945-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
38
327 PLAZA REAL, SUITE 320 - BOCA RATON, FL 33432954-938-3000bostonportfolio.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#002401k-$1.6M - 38 part

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Retirement#002

BOSTON PORTFOLIO ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.6M
Participants38
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BOSTON PORTFOLIO ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$1.6M382024
Retirement plans
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