Plan Snapshot
- Plan Sponsor: Acton Management, INC.
- Sponsor EIN: 043215815
- Sponsor Address: 69 GREAT ROAD, ACTON, MA, 01720
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 19 | $5.0M | $13,378 | $37,198 |
| 2023 | 13 | $4.2M | $10,487 | $40,113 |
| 2022 | 12 | $3.5M | $12,189 | $32,740 |