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Benefits Intelligence/Broker Directory/Massachusetts

401k Coach

Holyoke, MA

401k Coach of Holyoke, MA is the broker of record on 103 Form 5500 Schedule A filings covering 82 employer benefit plans across 26 states, with $114 in reported broker commissions (plan year 2013).

Employer clients
82
distinct plan sponsors
Schedule A filings
103
States served
26
Reported commissions
$114
plan year 2013
Reported fees
$81,077

Employer clients

Plan sponsors naming 401k Coach on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Eci-Engineered Concepts, Inc.GA2142012-12-31
Westview Nursing Care & Rehabilitation Center, Inc.CT1542013-09-30
Patio Pools Of Tucson, IncAZ1462013-05-31
79 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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Other benefits brokers in Massachusetts

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.