Plan Snapshot
- Plan Sponsor: Abel, Rogers & Sullivan
- Sponsor EIN: 043073222
- Sponsor Address: 40 SHATTUCK RD, SUITE 112, ANDOVER, MA, 01810
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $3.7M | $21,423 | $131,962 |
| 2023 | 7 | $3.1M | $20,820 | $126,987 |
| 2022 | 7 | $2.6M | $20,686 | $112,671 |