Plan Snapshot
- Plan Sponsor: Baldwin Wealth Partners LLC
- Sponsor EIN: 851392542
- Sponsor Address: 204 SPRING ST, MARION, MA, 027381570
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 35
- Total Assets: $14.4M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 35 | $14.4M | $0 | $0 |
| 2024 | 31 | $17.1M | $498,211 | $509,022 |
| 2023 | 28 | $16.6M | $344,483 | $472,917 |
| 2022 | 29 | $13.9M | $261,962 | $339,264 |