Plan Snapshot
- Plan Sponsor: C. P. Bourg
- Sponsor EIN: 042627493
- Sponsor Address: 50 SAMUEL BARNET BLVD, NEW BEDFORD, MA, 02745
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $2.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 17 | $2.0M | $102,862 | $104,951 |
| 2023 | 13 | $1.8M | $52,263 | $91,810 |
| 2022 | 14 | $1.6M | $42,233 | $76,663 |