Plan Snapshot
- Plan Sponsor: Berkshire Farm Center 403(B) Plan
- Sponsor EIN: 141368125
- Sponsor Address: 13640 STATE ROUTE 22, CANAAN, NY, 120293504
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 306
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|
| 2023 | 306 | $7.2M | $600,153 | $643,066 |
| 2022 | 268 | $5.5M | $415,622 | $497,640 |
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