OpenERISA

Ballentine Partners, LLC

Waltham, MA, 02451

EIN 27-1557796
Plans
3
Total participants
1,154
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541990
Plan sponsors in MassachusettsProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Ballentine Partners, LLC 401(K) Profit Sharing Plan130
2024Form 5500501Ballentine Consolidated Welfare Benefit Plan125
2024Form 5500502Ballentine Consolidated Dental Plan116
2023Form 5500001Ballentine Partners, LLC 401(K) Profit Sharing Plan121
2023Form 5500501Ballentine Consolidated Welfare Benefit Plan115
2023Form 5500502Ballentine Consolidated Dental Plan106
2022Form 5500001Ballentine Partners, LLC 401(K) Profit Sharing Plan116
2022Form 5500501Ballentine Consolidated Welfare Benefit Plan131
2021Form 5500001Ballentine Partners, LLC 401(K) Profit Sharing Plan104
2020Form 5500001Ballentine Partners, LLC 401(K) Profit Sharing Plan90

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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