Plan Snapshot
- Plan Sponsor: Applied Value LLC
- Sponsor EIN: 161641384
- Sponsor Address: 300 BRICKSTONE SQUARE, ANDOVER, MA, 01810
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $5.4M
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 | 31 | $5.4M | $0 | $389,221 |
| 2023 | 40 | $4.3M | $0 | $396,571 |
| 2022 | 31 | $3.3M | $0 | $403,576 |