Plan Snapshot
- Plan Sponsor: Farrell Insurance & Financial Services, INC.
- Sponsor EIN: 474694425
- Sponsor Address: 243 AMESBURY ROAD, KENSINGTON, NH, 03833
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $284,884
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. |
|---|
| 2025 | 2 | $284,884 | $0 | $0 |
| 2024 | 2 | $222,471 | $3,296 | $23,150 |
| 2023 | 2 | $176,145 | $2,730 | $22,981 |
| 2022 | 2 | $128,694 | $2,835 | $21,956 |