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Filings through Oct 24, 2026.

Sponsor portfolio

Sargent & Associates

EIN 04-3373537-health, wellness and fitness-Latest filing 2025
Plans
1
Retirement
1
$701K assets
Welfare
0
Participants
8
20A CHELMSFORD STREET - CHELMSFORD, MA 018243016978-256-7459sargentandassociates.comLinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
1 filing
#001401(k)-$701K - 8 part

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Retirement#001

SARGENT & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k)

Assets$701K
Participants8
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 #NameTypeAssetsParticipantsLatest year
001SARGENT & ASSOCIATES 401(K) PROFIT SHARING PLAN401(k)$701K82025
Retirement plans
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