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Filters:State: MA City: MARION Clear all

Companies

companyTabor Academy
$70.1Mreported plan assets
EIN: 04-2103632Location: MAPlans: 2Participants: 637Latest: 2023
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companyBurr Brothers Boats, Inc.
$6.4Mreported plan assets
EIN: 04-2226888Location: MAPlans: 1Participants: 54Latest: 2023
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companyThompson Consultants, Inc.
$7.5Mreported plan assets
EIN: 04-2535460Location: MAPlans: 1Participants: 51Latest: 2023
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companyBaldwin Brothers, LLC
$16.6Mreported plan assets
EIN: 85-1392542Location: MAPlans: 1Participants: 30Latest: 2023
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Plans

planTabor Academy Defined Contribution PlanFinancial statementProvider compensation2023 filing
$70.1Mreported assets (EOY)
Sponsor: Tabor AcademyEIN: 04-2103632Plan: 002Participants: 461Assets: $70,124,757Net assets: $70.1MAssets / participant: $152.1KLocation: Marion, MALatest: 2023
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planBaldwin Brothers LLC 401(K) Savings PlanFinancial statement2023 filing
$16.6Mreported assets (EOY)
Sponsor: Baldwin Brothers, LLCEIN: 85-1392542Plan: 001Participants: 30Assets: $16,608,876Net assets: $16.6MAssets / participant: $553.6KLocation: Marion, MALatest: 2023
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planThompson Consultants, Inc. 401(K) Profit Sharing PlanFinancial statement2023 filing
$7.5Mreported assets (EOY)
Sponsor: Thompson Consultants, Inc.EIN: 04-2535460Plan: 001Participants: 51Assets: $7,495,804Net assets: $7.5MAssets / participant: $147KLocation: Marion, MALatest: 2023
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planThe Burr Brothers Boats, Inc. 401(K) & Profit Sharing PlanFinancial statement2023 filing
$6.4Mreported assets (EOY)
Sponsor: Burr Brothers Boats, Inc.EIN: 04-2226888Plan: 001Participants: 54Assets: $6,402,046Net assets: $6.4MAssets / participant: $118.6KLocation: Marion, MALatest: 2023
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planTabor Academy Health And Welfare Plan2023 filing
Sponsor: Tabor AcademyEIN: 04-2103632Plan: 502Participants: 176Assets: not reported in the loaded datasetLocation: Marion, MALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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