Energy Management Associates 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Energy Management Associates
  • Sponsor EIN: 510378029
  • Sponsor Address: 160 BEECH ST, FRANKLIN, MA, 020384509
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $40,242

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$40,242$39,461$27,131
20232$34,559$37,375$36,513
20222$20,723$33,076$18,326

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