Sponsor portfolio

PRIO WEALTH LP

EIN 26-1697934investment managementLatest filing 2024

Plans

Retirement

$20.6M assets

Welfare

Participants

265 FRANKLIN STREET, SUITE 2001 - BOSTON, MA 02110617-224-1900priowealth.comLinkedIn11-50 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$20.6M - 30 part

Plan deep-dives

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Retirement#001

PRIO WEALTH 401(K) AND PROFIT SHARING PLAN

401k

Assets$20.6M

Participants30

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 #	Name	Type	Assets	Participants	Latest year
001	PRIO WEALTH 401(K) AND PROFIT SHARING PLAN	401k	$20.6M	30	2024

Retirement plans