Plan Snapshot
- Plan Sponsor: Davis, Malm & D'Agostine, P.C.
- Sponsor EIN: 043139791
- Sponsor Address: 1 BOSTON PLACE, BOSTON, MA, 021084407
- Plan Type: 401(k)
- Total Participants: 58
- Total Assets: $41.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 58 | $41.5M | $643,782 | $662,165 |
| 2023 | 90 | $38.3M | $760,865 | $1.0M |
| 2022 | 95 | $36.6M | $678,944 | $1.0M |