Appraisals Unlimited, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Appraisals Unlimited, INC.
  • Sponsor EIN: 043233771
  • Sponsor Address: 276 CEDAR STREET, NEEDHAM, MA, 02494
  • Plan Type: DC
  • Total Participants: 5
  • Total Assets: $8.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20255$8.2M$4,887$0
20244$7.0M$60,538$61,000
20236$5.9M$78,455$60,000
20224$4.8M$64,223$54,000