Arc Advisory Group 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Arc Advisory Group
  • Sponsor EIN: 042963829
  • Sponsor Address: 3 ALLIED DRIVE, DEDHAM, MA, 02026
  • Plan Type: 401(k)
  • Total Participants: 37
  • Total Assets: $18.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202437$18.1M$121,258$568,883
202338$18.3M$126,918$577,591
202240$16.1M$126,338$554,354

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