Plan Snapshot
- Plan Sponsor: Dimella Shaffer Associates, INC.
- Sponsor EIN: 042429796
- Sponsor Address: 24 FARNSWORTH STREET, BOSTON, MA, 02210
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $19.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 84 | $19.4M | $362,539 | $793,501 |
| 2023 | 77 | $16.6M | $371,063 | $865,506 |
| 2022 | 81 | $13.9M | $325,893 | $800,599 |