Cutler Capital Management LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cutler Capital Management LLC
  • Sponsor EIN: 043469688
  • Sponsor Address: 306 MAIN ST STE M-10, WORCESTER, MA, 016081550
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $1.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$1.0M$19,099$49,789
20237$809,064$26,251$59,659
20228$672,195$16,231$46,804

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