Plan Snapshot
- Plan Sponsor: Citizens Resources LLC
- Sponsor EIN: 043334379
- Sponsor Address: 160 FEDERAL ST. 18TH FLOOR, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $916,585
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 | 2 | $916,585 | $35,194 | $75,937 |
| 2023 | 4 | $708,494 | $32,542 | $68,870 |
| 2022 | 4 | $1.1M | $35,927 | $71,733 |