Assets by plan
Share of aggregate retirement assets
Filings through .
GW&K Investment Management, LLC
EIN 80-0250512financial servicesLatest filing 2025
Plans
3
Retirement
2
$140.0M assets
Health & Benefits
1
$5.0M premiums
Participants
616
222 BERKELEY STREET #15 - BOSTON, MA 02116617-236-2900gwkinvest.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $140.0M assets / 429 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.0M premiums / 871 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.7M
- Dental$4.7M
- Life$211K
- Other$211K
- Short-term disability$166K
- Long-term disability$166K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
GW&K 401(K) SAVINGS PLAN
401(k)
Assets$75.2M
Participants213
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
GW&K 401(K) SAVINGS PLAN
401(k)
Assets$64.8M
Participants216
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
GW&K INVESTMENT MANAGEMENT WELFARE BENEFIT PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$5.0M
Covered lives871
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GW&K 401(K) SAVINGS PLAN | 401(k) | $75.2M | 213 | 2025 |
| #002 | GW&K 401(K) SAVINGS PLAN | 401(k) | $64.8M | 216 | 2024 |
- GW&K 401(K) SAVINGS PLAN$75.2M#001 · 401(k) · 2025213
- GW&K 401(K) SAVINGS PLAN$64.8M#002 · 401(k) · 2024216
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | GW&K INVESTMENT MANAGEMENT WELFARE BENEFIT PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $5.0M | 871 | 2025 |
- #501 · Fully insured · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025871
Retirement plans
Health & Benefits plans