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  2. Prio Wealth LP

Filings through Oct 24, 2026.

Prio Wealth LP

EIN 26-1697934-investment management-Latest filing 2024
Plans
1
Retirement
1
$20.6M assets
Health & Benefits
0
Participants
30
265 FRANKLIN STREET, SUITE 2001 - BOSTON, MA 02110617-224-1900priowealth.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$20.6M - 30 part

Plan summaries

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

Retirement#001

PRIO WEALTH 401(K) AND PROFIT SHARING PLAN

401(k)

Assets$20.6M
Participants30
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
#001PRIO WEALTH 401(K) AND PROFIT SHARING PLAN401(k)$20.6M302024
  • PRIO WEALTH 401(K) AND PROFIT SHARING PLAN$20.6M
    #001 · 401(k) · 202430
Retirement plans
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