Plan Snapshot
- Plan Sponsor: Freedman Healthcare, LLC
- Sponsor EIN: 204509536
- Sponsor Address: 111 MIDDLESEX TURNPIKE, BURLINGTON, MA, 01803
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 41 | $4.9M | $323,175 | $320,757 |
| 2023 | 27 | $4.5M | $268,911 | $322,685 |
| 2022 | 19 | $3.4M | $209,775 | $258,862 |