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planBallentine Partners, LLC 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
$25.4Mreported assets (EOY)
Sponsor: Ballentine Partners, LLCEIN: 27-1557796Plan: 001Participants: 142Assets: $25,361,885Net assets: $25.4MAssets / participant: $178.6KLocation: Wolfeboro, NHLatest: 2023
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planBallentine Consolidated Welfare Benefit Plan2023 filing
Sponsor: Ballentine Partners, LLCEIN: 27-1557796Plan: 501Participants: 131Assets: not reported in the loaded datasetLocation: Waltham, MALatest: 2023
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planBallentine Consolidated Dental Plan2023 filing
Sponsor: Ballentine Partners, LLCEIN: 27-1557796Plan: 502Participants: 103Assets: not reported in the loaded datasetLocation: Waltham, MALatest: 2023
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