Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear

11 results

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

Filters:EIN 042757879 Clear all

Companies

companyMaselan & Jones, P.C.
$366.8Kreported plan assets
EIN: 04-2757879Location: MAPlans: 1Participants: 5Latest: 2023
View company financial profile →

Plans

planMaselan & Jones, P.C. Revised And Restated Profit Sharing And Trust With Cash Or Deferred 401(K) FeaturesFinancial statement2023 filing
$366.8Kreported assets (EOY)
Sponsor: Maselan & Jones, P.C.EIN: 04-2757879Plan: 001Participants: 5Assets: $366,787Net assets: $366.8KAssets / participant: $73.4KLocation: Boston, 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 →

Filings

filing2023 Form 5500 — Maselan & Jones, P.C. Revised And Restated Profit Sharing And Trust With Cash Or Deferred 401(K) Features
Sponsor: Maselan & Jones, P.C.EIN: 04-2757879Plan: 001Ack ID: 20250113144559NAL0037487650001