Plan Snapshot
- Plan Sponsor: Edward A. Fish Associates, LLC
- Sponsor EIN: 043561882
- Sponsor Address: 536 GRANITE STREET, BRAINTREE, MA, 02184
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $2.0M
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 | 10 | $2.0M | $33,439 | $66,302 |
| 2023 | 8 | $2.1M | $21,616 | $65,440 |
| 2022 | 8 | $1.8M | $25,747 | $74,218 |