Plan Snapshot
- Plan Sponsor: Excalibur Management Corporati
- Sponsor EIN: 043125731
- Sponsor Address: 950 WINTER STREET, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $1.7M
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 | 9 | $1.7M | $43,540 | $116,170 |
| 2023 | 7 | $1.3M | $45,180 | $113,420 |
| 2022 | 7 | $974,796 | $42,340 | $100,400 |