Plan Snapshot
- Plan Sponsor: Davies & Monahan, P.C.
- Sponsor EIN: 043245662
- Sponsor Address: 1 BATTERYMARCH PARK, SUITE 101, QUINCY, MA, 021697454
- Plan Type: DC
- Total Participants: 7
- Total Assets: $6.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $6.3M | $44,700 | $174,054 |
| 2023 | 6 | $5.3M | $43,944 | $149,215 |
| 2022 | 6 | $4.3M | $48,035 | $138,114 |