Plan Snapshot
- Plan Sponsor: Dain, Torpy, Le Ray, Wiest & Garner P.C.
- Sponsor EIN: 204096141
- Sponsor Address: 175 FEDERAL STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 32 | $13.3M | $267,914 | $580,201 |
| 2023 | 40 | $11.0M | $202,368 | $522,795 |
| 2022 | 33 | $9.2M | $232,238 | $469,104 |