Plan Snapshot
- Plan Sponsor: Casner & Edwards LLP
- Sponsor EIN: 042778062
- Sponsor Address: 303 CONGRESS STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $47.7M
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. |
|---|
| 2024 | 91 | $47.7M | $789,646 | $1.3M |
| 2023 | 88 | $41.9M | $829,732 | $986,465 |
| 2022 | 80 | $35.7M | $663,352 | $1.0M |