Plan Snapshot
- Plan Sponsor: Franklin, Parlapiano, Turner & Welch LLC
- Sponsor EIN: 800130507
- Sponsor Address: 15115 PARK ROW, HOUSTON, TX, 770844945
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $3.9M
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 | $3.9M | $39,741 | $126,414 |
| 2023 | 9 | $2.8M | $39,990 | $122,835 |
| 2022 | 9 | $2.2M | $35,823 | $122,400 |