Plan Snapshot
- Plan Sponsor: Cuso Mortgage Corporation
- Sponsor EIN: 010479491
- Sponsor Address: P.O.BOX 663, HAMPDEN, ME, 04444
- Plan Type: 401(k)
- Total Participants: 38
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 38 | $5.6M | $149,277 | $261,796 |
| 2023 | 31 | $6.0M | $136,455 | $272,364 |
| 2022 | 41 | $5.5M | $221,519 | $355,724 |