Sponsor portfolio

ABBOT FINANCIAL MANAGEMENT, INC.

EIN 04-2795076investment managementLatest filing 2025

Plans

Retirement

$2.4M assets

Welfare

Participants

63 PARK STREET, SUITE #202 - ANDOVER, MA 01810978-688-9010abbotfm.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$2.4M - 4 part

Plan deep-dives

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Retirement#001

ABBOT FINANCIAL MANAGEMENT SAFE HARBOR 401(K) PLAN

401k

Assets$2.4M

Participants4

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	ABBOT FINANCIAL MANAGEMENT SAFE HARBOR 401(K) PLAN	401k	$2.4M	4	2025

Retirement plans