Bender Hatch Insurance, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bender Hatch Insurance, INC.
  • Sponsor EIN: 813843260
  • Sponsor Address: 87 WENDELL ST. 4TH FLOOR, BOSTON, MA, 02110
  • Plan Type: 401(k)
  • Total Participants: 42
  • Total Assets: $6.8M

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.
202442$6.8M$174,178$319,920
202334$5.9M$146,169$263,915
202230$4.6M$118,208$216,857

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