Sponsor portfolio

CONGRESS ASSET MANAGEMENT CO.

EIN 04-2848965investment managementLatest filing 2024

Plans

Retirement

$63.8M assets

Welfare

Participants

2 SEAPORT LANE, 5TH FLOOR - BOSTON, MA 02210617-737-1566congressasset.comLinkedIn51-200 employeesinvestment management

Plans on this EIN

1 filing

#002401k-$63.8M - 79 part

Plan deep-dives

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Retirement#002

CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN

401k

Assets$63.8M

Participants79

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
002	CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN	401k	$63.8M	79	2024

Retirement plans