Boyd, Tamney, Cross, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Boyd, Tamney, Cross, INC.
  • Sponsor EIN: 232123266
  • Sponsor Address: 998 OLD EAGLE SCHOOL ROAD, WAYNE, PA, 19087
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $1.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$1.5M$24,821$90,094
20237$1.6M$0$59,188
20228$1.4M$98$54,510

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