Plan Snapshot
- Plan Sponsor: Concentric Energy Advisors, INC.
- Sponsor EIN: 010568063
- Sponsor Address: 293 BOSTON POST RD WEST, MARLBOROUGH, MA, 01752
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $26.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 66 | $26.5M | $573,295 | $1.3M |
| 2023 | 62 | $22.9M | $483,967 | $1.2M |
| 2022 | 57 | $19.5M | $692,350 | $984,187 |