Plan Snapshot
- Plan Sponsor: Alkon And Levine, P.C.
- Sponsor EIN: 042727028
- Sponsor Address: 29 CRAFTS STREET, STE 510, NEWTONVILLE, MA, 02458
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $16.3M
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 | 16 | $16.3M | $223,365 | $229,064 |
| 2023 | 15 | $14.0M | $216,060 | $230,118 |
| 2022 | 16 | $11.1M | $3,788 | $229,742 |