Investor Group Services, LLC at 6 Th Fl, Boston, Ma 02108 lists Robert Lordi as the associate.
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Robert Lordi
Registered Agent
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25 CEDAR HILL RD, DOVER, MA 02030
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Robert Lordi
Manager
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6 TH FL, BOSTON, MA 02108
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameINVESTOR GROUP SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY103 / 109 Assets BOY/EOY$9,634,259 / $12,235,254 | 2023 | INVESTOR GROUP SERVICES, LLC 401(K) PLAN - Plan #001 | 103 / 109 | $9,634,259 / $12,235,254 |
| 2022 | Plan NameINVESTOR GROUP SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY87 / 103 Assets BOY/EOY$10,831,640 / $9,634,259 | 2022 | INVESTOR GROUP SERVICES, LLC 401(K) PLAN - Plan #001 | 87 / 103 | $10,831,640 / $9,634,259 |
| 2021 | Plan NameINVESTOR GROUP SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY77 / 87 Assets BOY/EOY$8,784,054 / $10,831,640 | 2021 | INVESTOR GROUP SERVICES, LLC 401(K) PLAN - Plan #001 | 77 / 87 | $8,784,054 / $10,831,640 |
| 2020 | Plan NameINVESTOR GROUP SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY78 / 77 Assets BOY/EOY$6,966,527 / $8,784,054 | 2020 | INVESTOR GROUP SERVICES, LLC 401(K) PLAN - Plan #001 | 78 / 77 | $6,966,527 / $8,784,054 |
| 2019 | Plan NameINVESTOR GROUP SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY74 / 76 Assets BOY/EOY$5,101,049 / $6,966,527 | 2019 | INVESTOR GROUP SERVICES, LLC 401(K) PLAN - Plan #001 | 74 / 76 | $5,101,049 / $6,966,527 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/27/2021 | Approved$1,092,925 Forgiven$1,101,848 LenderLoan Source Incorporated Jobs45 | 01/27/2021 | $1,092,925 | $1,101,848 | Loan Source Incorporated | 45 |
| 04/27/2020 | Approved$1,092,900 Forgiven$1,104,248 LenderBerkshire Bank Jobs45 | 04/27/2020 | $1,092,900 | $1,104,248 | Berkshire Bank | 45 |
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The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration