Plan Snapshot
- Plan Sponsor: Bromfield Sneider Wealth Advisors, INC.
- Sponsor EIN: 043584306
- Sponsor Address: 200 LOWDER BROOK DRIVE, WESTWOOD, MA, 02090
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 3 | $5.9M | $95,045 | $69,000 |
| 2022 | 4 | $5.0M | $86,268 | $57,000 |