Plan Snapshot
- Plan Sponsor: Breakstone White & Gluck P C
- Sponsor EIN: 043151078
- Sponsor Address: 2 CENTER PLZ STE 530, BOSTON, MA, 021081917
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 10
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 10 | $4.5M | $0 | $0 |
| 2024 | 7 | $6.9M | $150,000 | $123,748 |
| 2023 | 8 | $5.9M | $150,000 | $126,288 |
| 2022 | 8 | $4.8M | $150,000 | $119,975 |