Dain, Torpy, Le Ray, Wiest & Garner P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202432$13.3M$267,914$580,201
202340$11.0M$202,368$522,795
202233$9.2M$232,238$469,104

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