Plan Snapshot
- Plan Sponsor: Coastal Orthopedic Associates, INC.
- Sponsor EIN: 042527022
- Sponsor Address: 152 CONANT STREET, BEVERLY, MA, 01915
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $5.2M
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 | 27 | $5.2M | $101,444 | $193,475 |
| 2023 | 24 | $4.4M | $80,897 | $164,315 |
| 2022 | 23 | $3.6M | $95,173 | $159,412 |