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  2. Congress Asset Management Co.

Filings through Oct 24, 2026.

Congress Asset Management Co.

EIN 04-2848965-investment management-Latest filing 2025
Plans
1
Retirement
1
$73.0M assets
Health & Benefits
0
Participants
82
2 SEAPORT LANE, 5TH FLOOR - BOSTON, MA 02210617-737-1566congressasset.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filing
#002401(k)-$73.0M - 82 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#002

CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN

401(k)

Assets$73.0M
Participants82
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN401(k)$73.0M822025
  • CONGRESS ASSET MANAGEMENT CO. 401(K) PLAN$73.0M
    #002 · 401(k) · 202582
Retirement plans
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