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  1. Companies/
  2. Bay Colony Advisory Group, Inc.

Filings through Oct 24, 2026.

Bay Colony Advisory Group, Inc.

EIN 04-3520762-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.0M assets
Health & Benefits
0
Participants
2
86 BAKER AVENUE EXTENSION, STE 310 - CONCORD, MA 01742978-369-7200baycolonyadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001Cash balance-$3.0M - 2 part

Plan summaries

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

Retirement#001

BAY COLONY ADVISORY GROUP, INC. CASH BALANCE PLAN

Cash balance

Assets$3.0M
Participants2
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
#001BAY COLONY ADVISORY GROUP, INC. CASH BALANCE PLANCash balance$3.0M22025
  • BAY COLONY ADVISORY GROUP, INC. CASH BALANCE PLAN$3.0M
    #001 · Cash balance · 20252
Retirement plans
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