Plan Snapshot
- Plan Sponsor: Clarkin & Phillips, P.C.
- Sponsor EIN: 043052899
- Sponsor Address: 55 WILLIAM STREET, WELLESLEY, MA, 02481
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 10 | $5.5M | $39,074 | $132,189 |
| 2023 | 10 | $4.7M | $34,478 | $129,457 |
| 2022 | 10 | $3.8M | $36,989 | $134,061 |