Plan Snapshot
- Plan Sponsor: Congress Asset Management Co.
- Sponsor EIN: 042848965
- Sponsor Address: 2 SEAPORT LANE, BOSTON, MA, 02210
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $63.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 67 | $63.8M | $1.6M | $1.2M |
| 2023 | 61 | $50.3M | $1.4M | $1.1M |
| 2022 | 63 | $38.8M | $1.3M | $980,614 |