Plan Snapshot
- Plan Sponsor: Cabot Wealth Management, INC.
- Sponsor EIN: 042806081
- Sponsor Address: 48 DUNHAM RIDGE RD, BEVERLY, MA, 01915
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 19
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 19 | $16.9M | $0 | $0 |
| 2024 | 14 | $13.6M | $370,110 | $247,946 |
| 2023 | 16 | $11.0M | $268,986 | $253,414 |
| 2022 | 16 | $8.8M | $301,981 | $200,712 |