Plan Snapshot
- Plan Sponsor: Bay State Associates, INC.
- Sponsor EIN: 043070730
- Sponsor Address: 101 CHARLES ELDRIDGE DRIVE, LAKEVILLE, MA, 02347
- Plan Type: 401(k)
- Total Participants: 65
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 65 | $3.9M | $89,533 | $116,602 |
| 2023 | 36 | $3.8M | $80,326 | $104,579 |
| 2022 | 32 | $3.3M | $76,109 | $99,014 |