Plan Snapshot
- Plan Sponsor: Energy Management, INC.
- Sponsor EIN: 042582848
- Sponsor Address: 20 PARK PLAZA, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $6.6M
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 | 21 | $6.6M | $80,678 | $138,099 |
| 2023 | 19 | $5.3M | $71,467 | $163,405 |
| 2022 | 19 | $5.1M | $28,638 | $164,841 |