Plan Snapshot
- Plan Sponsor: Community Values, INC.
- Sponsor EIN: 823789142
- Sponsor Address: 82 THUNDER ROAD, SUDBURY, MA, 01776
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $101,436
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. |
|---|
| 2025 | 3 | $101,436 | $326 | $10,619 |
| 2024 | 3 | $101,436 | $326 | $10,619 |
| 2023 | 3 | $91,646 | $441 | $3,689 |
| 2022 | 2 | $83,794 | $0 | $1,089 |