Plan Snapshot
- Plan Sponsor: Dm Berg Consultants P.C.
- Sponsor EIN: 043497375
- Sponsor Address: 475 HILLSIDE AVE, SUITE 5, NEEDHAM, MA, 02494
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $5.2M
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 | 4 | $5.2M | $0 | $99,429 |
| 2023 | 5 | $4.9M | $0 | $93,550 |
| 2022 | 5 | $4.0M | $0 | $81,384 |