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  2. Bradley Foster & Sargent, Inc.

Filings through Oct 24, 2026.

Bradley Foster & Sargent, Inc.

EIN 06-1380515-investment management-Latest filing 2025
Plans
1
Retirement
1
$33.3M assets
Health & Benefits
0
Participants
77
185 ASYLUM STREET, CITYPLACE II, 11TH FLOOR - HARTFORD, CT 06103860-527-8050bfsinvest.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$33.3M - 77 part

Plan summaries

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

Retirement#001

BRADLEY FOSTER & SARGENT, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$33.3M
Participants77
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
#001BRADLEY FOSTER & SARGENT, INC. 401(K) PROFIT SHARING PLAN401(k)$33.3M772025
  • BRADLEY FOSTER & SARGENT, INC. 401(K) PROFIT SHARING PLAN$33.3M
    #001 · 401(k) · 202577
Retirement plans
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