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WELCH & FORBES, LLC

EIN 04-3573806-investment management-Latest filing 2025
Plans
1
Retirement
1
$26.2M assets
Welfare
0
Participants
58
45 SCHOOL ST - BOSTON, MA 02108617-557-9886welchforbes.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$26.2M - 58 part

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Retirement#001

WELCH & FORBES, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$26.2M
Participants58
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELCH & FORBES, LLC 401(K) PROFIT SHARING PLAN401k$26.2M582025
Retirement plans
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