# Edith Wharton Restoration, INC. 403(b) Plan
Source: https://planprovider.pro/companies/edith-wharton-restoration-inc-403b-plan-001

> Edith Wharton Restoration, INC.'s 403(b) plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| 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|

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