Plan Snapshot
- Plan Sponsor: American Research & Management
- Sponsor EIN: 132689952
- Sponsor Address: PO BOX 576, MARION, MA, 027380010
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $233,408
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 | 8 | $233,408 | $0 | $0 |
| 2022 | 8 | $371,689 | $126,193 | $82,358 |