Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BOSTON WEALTH STRATEGIES, INC.
EIN 46-3096479management consultingLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
19
250 FIRST AVENUE - SUITE 102 - NEEDHAM, MA 02494781-449-7000bmsi3.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BOSTON WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.8M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BOSTON WEALTH STRATEGIES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$3K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BOSTON WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.8M | 19 | 2024 | |
| 002 | BOSTON WEALTH STRATEGIES, INC. CASH BALANCE PENSION PLAN | CashBalance | $3K | 0 | 2024 |
Retirement plans