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Filters:State: MA City: WEST ROXBURY Clear all

Companies

companyHolyhood Cemetery Association
$3.9Mreported plan assets
EIN: 04-1448440Location: MAPlans: 1Participants: 35Latest: 2023
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companyThe Roxbury Latin School
$37.4Mreported plan assets
EIN: 04-2104857Location: MAPlans: 1Participants: 124Latest: 2023
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companyTimothy N. Smith, D.M.D.
$1.2Mreported plan assets
EIN: 04-3339271Location: MAPlans: 1Participants: 4Latest: 2023
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companyScrymp Enterprises, Inc.
$445.6Kreported plan assets
EIN: 81-0839447Location: MAPlans: 1Participants: 4Latest: 2023
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Plans

planThe Roxbury Latin School 403(B) Retirement PlanFinancial statementProvider compensation2023 filing
$37.4Mreported assets (EOY)
Sponsor: The Roxbury Latin SchoolEIN: 04-2104857Plan: 001Participants: 124Assets: $37,412,799Net assets: $37.4MAssets / participant: $301.7KLocation: West Roxbury, MALatest: 2023
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planHolyhood Cemetery Association Pension PlanFinancial statement2023 filing
$3.9Mreported assets (EOY)
Sponsor: Holyhood Cemetery AssociationEIN: 04-1448440Plan: 001Participants: 35Assets: $3,892,110Net assets: $3.9MAssets / participant: $111.2KLocation: West Roxbury, MALatest: 2023
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planTimothy N. Smith, D.M.D., 401(K) Profit Sharing PlanFinancial statement2023 filing
$1.2Mreported assets (EOY)
Sponsor: Timothy N. Smith, D.M.D.EIN: 04-3339271Plan: 001Participants: 4Assets: $1,162,843Net assets: $1.2MAssets / participant: $290.7KLocation: West Roxbury, MALatest: 2023
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planScrymp Enterprises Retirement PlanFinancial statement2023 filing
$445.6Kreported assets (EOY)
Sponsor: Scrymp Enterprises, Inc.EIN: 81-0839447Plan: 001Participants: 4Assets: $445,552Net assets: $445.6KAssets / participant: $111.4KLocation: West Roxbury, 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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