# Cabot Wealth Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cabot-wealth-management-inc-401k-plan

> Cabot Wealth Management, INC.'s 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cabot Wealth Management, INC.

- **Sponsor EIN:** 042806081

- **Sponsor Address:** 216 ESSEX STREET, SALEM, MA, 019703705

- **Plan Type:** 401(k)

- **Total Participants:** 14

- **Total Assets:** $13.6M

## 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.|

| 2024|14|$13.6M|$370,110|$247,946|

| 2023|16|$11.0M|$268,986|$253,414|

| 2022|16|$8.8M|$301,981|$200,712|

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