Plan Snapshot
- Plan Sponsor: Epstein & Odonovan LLP
- Sponsor EIN: 010469709
- Sponsor Address: 2 MONUMENT SQ STE 500, PORTLAND, ME, 041016062
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 9 | $3.2M | $37,169 | $99,048 |
| 2022 | 8 | $2.5M | $31,738 | $78,221 |