Plan Snapshot
- Plan Sponsor: Devine Insurance & Financial Services, INC.
- Sponsor EIN: 813723698
- Sponsor Address: 5 BARLOW LANE, WESTWOOD, MA, 02090
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $684,343
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 4 | $684,343 | $2,600 | $2,600 |
| 2023 | 4 | $148,624 | $200 | $200 |
| 2022 | 4 | $270,657 | $1,700 | $1,700 |