United States Trust Company at 30 Court St, Boston, Ma 02108 lists Morse, Alan R Jr of Brookline, MA and Ryan, Kathleen as associates.
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Morse, Alan R Jr
Vice President
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89 CARLTON ST, BROOKLINE, MA
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Ryan, Kathleen
Secretary
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57 FRANKLIN AVE, REVERE, MASS 00000
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Lafleur, Thomas
Treasurer
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21 CUMMINGS CIR, RANDOLPH, MA
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Sidell, James V
President/Director
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40 BALDPATE HILL RD, NEWTON, MA
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30 COURT ST, BOSTON, MA 02108
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameBOSTON TRUST WALDEN COMPANY PROFIT SHARING & 401(K) PLAN Plan #002 Participants BOY/EOY93 / 102 Assets BOY/EOY$47,224,150 / $40,189,529 | 2022 | BOSTON TRUST WALDEN COMPANY PROFIT SHARING & 401(K) PLAN - Plan #002 | 93 / 102 | $47,224,150 / $40,189,529 |
| 2021 | Plan NameBOSTON TRUST WALDEN COMPANY PROFIT SHARING & 401(K) PLAN Plan #002 Participants BOY/EOY87 / 93 Assets BOY/EOY$39,626,288 / $47,224,150 | 2021 | BOSTON TRUST WALDEN COMPANY PROFIT SHARING & 401(K) PLAN - Plan #002 | 87 / 93 | $39,626,288 / $47,224,150 |
| 2020 | Plan NameBOSTON TRUST WALDEN BALANCED RETIREMENT FUND Plan #001 Participants BOY/EOY0 / 0 Assets BOY/EOY$475,287,012 / $243,835,554 | 2020 | BOSTON TRUST WALDEN BALANCED RETIREMENT FUND - Plan #001 | 0 / 0 | $475,287,012 / $243,835,554 |
| 2020 | Plan NameBOSTON TRUST WALDEN COMPANY PROFIT SHARING & 401(K) PLAN Plan #002 Participants BOY/EOY85 / 87 Assets BOY/EOY$33,399,270 / $39,626,288 | 2020 | BOSTON TRUST WALDEN COMPANY PROFIT SHARING & 401(K) PLAN - Plan #002 | 85 / 87 | $33,399,270 / $39,626,288 |
| 2019 | Plan NameBOSTON TRUST BALANCED RETIREMENT FUND Plan #001 Participants BOY/EOY0 / 0 Assets BOY/EOY$392,710,656 / $475,287,012 | 2019 | BOSTON TRUST BALANCED RETIREMENT FUND - Plan #001 | 0 / 0 | $392,710,656 / $475,287,012 |
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Boston Asset Management Association, Inc.
Registered in Massachusetts
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Needham, MA Boston, MA | View Report | |
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Ustrust
Registered in Massachusetts
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Boston, MA Lexington, MA | View Report |