Sponsor portfolio
TRILLIUM ASSET MANAGEMENT, LLC
EIN 80-0729185investment managementLatest filing 2025
Plans
1
Retirement
1
$24.2M assets
Welfare
0
Participants
84
1 CONGRESS ST. - STE 3101 - BOSTON, MA 02114617-423-6655trilliuminvest.comLinkedIn11-50 employeesinvestment management
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 | |
|---|---|---|---|---|---|---|
| 001 | TRILLIUM ASSET MANAGEMENT, LLC SAVINGS AND RETIREMENT PLAN | 401k | $24.2M | 84 | 2025 |
Retirement plans