Atwood & Cherny, P.C. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Atwood & Cherny, P.C.
  • Sponsor EIN: 042764058
  • Sponsor Address: 199 WELLS AVENUE, NEWTON, MA, 02459
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 44
  • Total Assets: $12.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202544$12.3M$0$0
202424$11.2M$118,611$248,344
202328$9.8M$101,142$256,540
202224$8.0M$93,197$217,730

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