Civic Intelligence

Winthrop, Stimson, Putnam & Roberts Master Trust

Plan context: Brokerage Link

EIN 04-3403358 • 24 filings • 23 plans

Current Snapshot

Latest Year

2001

2001 Participants

0

2001 Assets

$42,040,973

2001 Contributions

$0

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$95,318,176$47,659,088$0199920002001YearValue
$42,040,973Latest year 2001

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

No historical points available.

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200110$42,040,973$0-
Brokerage Link-0$42,040,973--
200010$88,729,307$0-
Brokerage Link-0$88,729,307--
1999220$95,318,176$0-
Fidelity Growth & Income-0$12,512,336--
Fidelity Magellan-0$12,226,602--
Janus Fund-0$10,867,424--
Fidelity Retire Money Market-0$8,164,233--
Spartan Us Equity Index-0$7,437,420--
Fidelity Freedom 2020-0$7,066,613--
Fidelity Freedom 2010-0$5,279,306--
Fidelity Contrafund-0$5,172,245--
Fidelity Growth Co-0$4,083,108--
Fidelity Otc Port-0$4,019,603--
Fidelity Low Pr Stk-0$3,558,757--
Mutual Shares Z-0$3,215,644--
Warburg International Equity-0$2,486,855--
Pimco Total Return Inst-0$1,815,570--
Brokerage Link-0$1,659,256--
Fidelity Short Term Bond-0$1,560,745--
Fidelity Freedom 2030-0$1,382,701--
Morgan Stanley Emerging Markets A-0$1,061,334--
Fidelity Freedom 2000-0$771,351--
Nb Partners Trust-0$677,058--
Templeton Global Bd-0$226,363--
Fidelity Freedom Income-0$73,652--