Plan Snapshot
- Plan Sponsor: Coogan Smith LLP
- Sponsor EIN: 042461131
- Sponsor Address: PO BOX 2320, ATTLEBORO, MA, 02703
- Plan Type: DC
- Total Participants: 22
- Total Assets: $10.7M
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 | 22 | $10.7M | $75,589 | $133,476 |
| 2023 | 17 | $9.8M | $62,328 | $117,414 |
| 2022 | 15 | $8.8M | $29,854 | $93,534 |