Plan Snapshot
- Plan Sponsor: Ahrens, Fuller, St. John & Vincent, INC.
- Sponsor EIN: 060947752
- Sponsor Address: 1699 KING STREET, ENFIELD, CT, 06082
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 15 | $2.3M | $73,516 | $98,360 |
| 2023 | 14 | $2.1M | $72,693 | $101,557 |
| 2022 | 14 | $1.8M | $73,450 | $115,207 |