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  2. Loring, Wolcott & Coolidge Trust, LLC

Filings through Oct 24, 2026.

Loring, Wolcott & Coolidge Trust, LLC

EIN 27-3396508-financial services-Latest filing 2025
Plans
1
Retirement
1
$47.3M assets
Health & Benefits
0
Participants
144
230 CONGRESS STREET, 12TH FLOOR - BOSTON, MA 02110617-523-6531lwcotrust.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#002401(k)-$47.3M - 144 part

Plan summaries

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

Retirement#002

LORING, WOLCOTT & COOLIDGE RETIREMENT SAVINGS PLAN

401(k)

Assets$47.3M
Participants144
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
#002LORING, WOLCOTT & COOLIDGE RETIREMENT SAVINGS PLAN401(k)$47.3M1442025
  • LORING, WOLCOTT & COOLIDGE RETIREMENT SAVINGS PLAN$47.3M
    #002 · 401(k) · 2025144
Retirement plans
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