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Sponsor portfolio

JOHN J. ST. ANDRE, JR

EIN 04-2763333-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$518K assets
Welfare
0
Participants
6
14 SKYLAR DRIVE - SOUTHBOROUGH, MA 01772508-481-3338
Plans on this EIN
2 filings
#002MoneyPurchase-$339K - 3 part#001ProfitSharing-$178K - 3 part

Retirement portfolio analytics

2 plans aggregated / $518K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PLAN & TRUST (#002)66%
  • PLAN & TRUST (#001)34%
Total $518KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)3
  • PLAN & TRUST (#001)3
Total 6Click 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#002

JOHN J. ST. ANDRE, JR. MONEY PURCHASE PENSION PLAN & TRUST

MoneyPurchase

Assets$339K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JOHN J ST ANDRE,JR. KEOUGH PROFIT SHARING PLAN & TRUST

ProfitSharing

Assets$178K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JOHN J. ST. ANDRE, JR. MONEY PURCHASE PENSION PLAN & TRUSTMoneyPurchase$339K32025
001JOHN J ST ANDRE,JR. KEOUGH PROFIT SHARING PLAN & TRUSTProfitSharing$178K32025
Retirement plans
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