Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

16 results

Sort:Relevance Latest filing year Largest assets Most participants Highest provider compensation

Filters:State: MA City: NORTH CHELMSFORD Clear all

Companies

companyLighthouse School, Inc.
$29.1Mreported plan assets
EIN: 04-2939326Location: MAPlans: 1Participants: 226Latest: 2023
View company financial profile →
companyXius Holding Corp.
$5.8Mreported plan assets
EIN: 04-3026859Location: MAPlans: 1Participants: 63Latest: 2023
View company financial profile →
companyCourtsmart Digital Systems Inc.
$15.6Mreported plan assets
EIN: 04-3358086Location: MAPlans: 1Participants: 26Latest: 2023
View company financial profile →
companyBrian P. Mcpartland, Dmd, Pc
$380.8Kreported plan assets
EIN: 82-0720911Location: MAPlans: 1Participants: 9Latest: 2023
View company financial profile →

Plans

planLighthouse School Retirement PlanFinancial statementProvider compensation2023 filing
$29.1Mreported assets (EOY)
Sponsor: Lighthouse School, Inc.EIN: 04-2939326Plan: 003Participants: 226Assets: $29,065,405Net assets: $29.1MAssets / participant: $128.6KLocation: North Chelmsford, MALatest: 2023
View financial statement →
planCourtsmart Digital Systems Employee Stock Ownership PlanFinancial statement2023 filing
$15.6Mreported assets (EOY)
Sponsor: Courtsmart Digital Systems Inc.EIN: 04-3358086Plan: 002Participants: 26Assets: $15,624,641Net assets: $13.8MAssets / participant: $600.9KLocation: North Chelmsford, MALatest: 2023
View financial statement →
planXius 401(K) PlanFinancial statement2023 filing
$5.8Mreported assets (EOY)
Sponsor: Xius Holding Corp.EIN: 04-3026859Plan: 001Participants: 63Assets: $5,830,135Net assets: $5.8MAssets / participant: $92.5KLocation: North Chelmsford, MALatest: 2023
View financial statement →
planBrian P. Mcpartland, Dmd, Pc 401(K) Profit Sharing PlanFinancial statement2023 filing
$380.8Kreported assets (EOY)
Sponsor: Brian P. Mcpartland, Dmd, PcEIN: 82-0720911Plan: 001Participants: 9Assets: $380,751Net assets: $380.8KAssets / participant: $42.3KLocation: North Chelmsford, MALatest: 2023
View financial statement →

Service providers

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