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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 24 | $508,823 | $37,907 | $0 |
| 2023 | 22 | $475,473 | $31,986 | $0 |
| 2022 | 22 | $397,852 | $29,068 | $0 |