BAY COLONY ASSOCIATES, INC. 401(K) PLAN

  • Address: 800 MORRISSEY BLVD.,BOSTON,MA
  • Contact person: JOSEPH SAMMARTINO
  • Phone: (617) 287-9100


At the end of 2022, the total retirement plan assets of BAY COLONY ASSOCIATES, INC. 401(K) PLAN is $4,237,230.00.This plan was established in 1994.

At the end of 2022, the total number of retirement plan participants in BAY COLONY ASSOCIATES, INC. 401(K) PLAN is 181

In 2022, the average participant retirement account value for BAY COLONY ASSOCIATES, INC. 401(K) PLAN is $23,410.00

In 2022, the estimated average employee contribution amount per participant for BAY COLONY ASSOCIATES, INC. 401(K) PLAN is $1,065.00

In 2022, the estimated average employer match for an employee in BAY COLONY ASSOCIATES, INC. 401(K) PLAN is approximately $578.00

In 2022, BAY COLONY ASSOCIATES, INC. 401(K) PLAN allocates $104,747.00 to match its employees' contributions, providing an employer match rate of 56.01% of their contributions

In 2022, the total retirement plan asset growth rate of BAY COLONY ASSOCIATES, INC. 401(K) PLAN is -11.59%

In 2022, the estimated aggregate retirement account investment gain/loss for BAY COLONY ASSOCIATES, INC. 401(K) PLAN is -11.59%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of BAY COLONY ASSOCIATES, INC. 401(K) PLAN is 0.03%.

Articles on Retirement Plans

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Retirement Calculator

See how much you can save for retirement.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Investment Calculator

Grow your wealth and see the power of compounding

Looking for a (forgotten) 401(k)?

Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...