Loring, Wolcott & Coolidge Retirement Savings Plan
Sponsored by Loring, Wolcott & Coolidge Trust, Llc · EIN 273396508 · Plan #002
- Total assets
- $42.0M
- Net assets
- $42.0M
- Active participants
- 95
- With balances
- 136
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $525 |
| Osaic Wealth Inc | Other commissions | $0 |
| Triad Advisors Llc | Other commissions | $0 |