BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

  • Address: 10 POST OFFICE SQUARE,BOSTON,MA
  • Contact person: VICTORIA MIRANDA
  • Phone: (617) 912-1900
Investment Options of BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN (as of 2022)
TRP STABLE VALUE A (T. ROWE PRICE TRUST COMPANY)

BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

At the end of 2022, the total retirement plan assets of BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN is $169,305,160.00.This plan was established in 1989.

At the end of 2022, the total number of retirement plan participants in BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN is 1117

In 2022, the average participant retirement account value for BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN is $151,571.00

In 2022, the estimated average employee contribution amount per participant for BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN is $7,820.00

In 2022, the estimated average employer match for an employee in BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN is approximately $2,406.00

In 2022, BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN allocates $2,687,672.00 to match its employees' contributions, providing an employer match rate of 30.71% of their contributions

In 2022, the total retirement plan asset growth rate of BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN is 0.00%

In 2022, the estimated aggregate retirement account investment gain/loss for BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN is 15.38%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of BOSTON PRIVATE FINANCIAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN is 0.01%.

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