Plan Snapshot
- Plan Sponsor: Drew Mortgage Associates, INC.
- Sponsor EIN: 043128200
- Sponsor Address: 196 BOSTON TURNPIKE ROAD, SHREWSBURY, MA, 01545
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $3.1M
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 | 32 | $3.1M | $0 | $128,076 |
| 2023 | 21 | $3.5M | $0 | $136,130 |
| 2022 | 24 | $3.2M | $0 | $234,663 |