Plan Snapshot
- Plan Sponsor: Boston & Associates, P.C.
- Sponsor EIN: 232662877
- Sponsor Address: 136 GARRETT AVENUE, ROSEMONT, PA, 19010
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $5.0M
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. |
| 2024 | 12 | $5.0M | $0 | $195,072 |
| 2023 | 12 | $4.1M | $0 | $174,161 |
| 2022 | 9 | $3.3M | $0 | $129,191 |