Sponsor portfolio
LORING, WOLCOTT & COOLIDGE TRUST, LLC
EIN 27-3396508financial servicesLatest filing 2024
Plans
1
Retirement
1
$42.0M assets
Welfare
0
Participants
138
230 CONGRESS STREET, 12TH FLOOR - BOSTON, MA 02110617-523-6531lwcotrust.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LORING, WOLCOTT & COOLIDGE RETIREMENT SAVINGS PLAN | 401k | $42.0M | 138 | 2024 |
Retirement plans