# Concentric Energy Advisors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/concentric-energy-advisors-inc-401k-plan

> Concentric Energy Advisors, INC.'s 401(k) plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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