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Filters:EIN 041175860 Clear all

Companies

companyChoate, Hall & Stewart Llp
$352.1Mreported plan assets
EIN: 04-1175860Location: MAPlans: 4Participants: 1,691Latest: 2023
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Plans

planChoate, Hall & Stewart Llp Profit-Sharing Retirement PlanFinancial statementProvider compensation2023 filing
$172.2Mreported assets (EOY)
Sponsor: Choate, Hall & Stewart LlpEIN: 04-1175860Plan: 001Participants: 443Assets: $172,153,002Net assets: $172.2MAssets / participant: $388.6KLocation: Boston, MALatest: 2023
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planChoate, Hall & Stewart Llp Tax Deferred Savings PlanFinancial statementProvider compensation2023 filing
$138.1Mreported assets (EOY)
Sponsor: Choate, Hall & Stewart LlpEIN: 04-1175860Plan: 004Participants: 416Assets: $138,137,530Net assets: $138.1MAssets / participant: $332.1KLocation: Boston, MALatest: 2023
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planChoate, Hall & Stewart Llp Tax Deferred Savings Plan For AttorneysFinancial statementProvider compensation2023 filing
$41.8Mreported assets (EOY)
Sponsor: Choate Hall & Stewart LlpEIN: 04-1175860Plan: 005Participants: 360Assets: $41,819,918Net assets: $41.8MAssets / participant: $116.2KLocation: Boston, MALatest: 2023
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planChoate, Hall & Stewart Llp Welfare Benefit Plan2023 filing
Sponsor: Choate, Hall & Stewart LlpEIN: 04-1175860Plan: 501Participants: 472Assets: not reported in the loaded datasetLocation: Boston, 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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Filings

filing2023 Form 5500 — Choate, Hall & Stewart Llp Profit-Sharing Retirement Plan
Sponsor: Choate, Hall & Stewart LlpEIN: 04-1175860Plan: 001Ack ID: 20241008104300NAL0008271139001
filing2023 Form 5500 — Choate, Hall & Stewart Llp Tax Deferred Savings Plan
Sponsor: Choate, Hall & Stewart LlpEIN: 04-1175860Plan: 004Ack ID: 20241008104011NAL0034414706001
filing2023 Form 5500 — Choate, Hall & Stewart Llp Tax Deferred Savings Plan For Attorneys
Sponsor: Choate Hall & Stewart LlpEIN: 04-1175860Plan: 005Ack ID: 20241008104216NAL0008270563001
filing2023 Form 5500 — Choate, Hall & Stewart Llp Welfare Benefit Plan
Sponsor: Choate, Hall & Stewart LlpEIN: 04-1175860Plan: 501Ack ID: 20240613171018NAL0014782099001