Edith Wharton Restoration, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Edith Wharton Restoration, INC.
  • Sponsor EIN: 042666846
  • Sponsor Address: 2 PLUNKETT STREET, LENOX, MA, 01240
  • Plan Type: 403(b)
  • Total Participants: 24
  • Total Assets: $508,823

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202424$508,823$37,907$0
202322$475,473$31,986$0
202222$397,852$29,068$0

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