Plan Snapshot
- Plan Sponsor: Esi-Exchange Solutions, INC.
- Sponsor EIN: 043546919
- Sponsor Address: 50 MILK STREET, BOSTON, MA, 02109
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 2 | $1.6M | $0 | $56,474 |
| 2023 | 2 | $1.4M | $0 | $52,126 |
| 2022 | 2 | $1.2M | $0 | $50,088 |