Plan Snapshot
- Plan Sponsor: Applied Value LLC
- Sponsor EIN: 161641384
- Sponsor Address: 300 BRICKSTONE SQUARE, ANDOVER, MA, 01810
- Plan Type: DC
- Total Participants: 40
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 40 | $7.0M | $529,047 | $0 |
| 2023 | 40 | $5.6M | $352,380 | $0 |
| 2022 | 46 | $4.4M | $364,298 | $0 |