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: 20
- Total Assets: $373,206
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 | 20 | $373,206 | $0 | $31,054 |
| 2023 | 19 | $306,621 | $0 | $20,813 |
| 2022 | 20 | $248,908 | $0 | $18,455 |