Margolis Bloom & D'Agostino

EIN 27-0788424law practiceLatest filing 2025

Plans

Retirement

$7.9M assets

Welfare

Participants

20 WILLIAM STREET, SUITE 320 - WELLESLEY, MA 02481617-267-9700margolisbloom.comLinkedIn11-50 employeeslaw practice

Plans on this EIN

1 filing

#001401(k)-$7.9M - 25 part

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Retirement#001

MARGOLIS BLOOM & D'AGOSTINO 401(K) PLAN

401(k)

Assets$7.9M

Participants25

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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	MARGOLIS BLOOM & D'AGOSTINO 401(K) PLAN	401(k)	$7.9M	25	2025

Retirement plans

Filings through Oct 24, 2026.

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