Plan Snapshot
- Plan Sponsor: Fopiano And Sullivan, LLC
- Sponsor EIN: 272778430
- Sponsor Address: 80 WASHINGTON STREET, NORWELL, MA, 02061
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $2.0M
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 | 9 | $2.0M | $49,900 | $143,622 |
| 2023 | 9 | $4.1M | $46,342 | $141,286 |
| 2022 | 9 | $3.5M | $45,183 | $133,125 |