Plan Snapshot
- Plan Sponsor: Gail Roberts Re, INC.
- Sponsor EIN: 854371376
- Sponsor Address: 770 BOYLSTON ST, #23B, BOSTON, MA, 02199
- Plan Type: DC
- Total Participants: 2
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $3.5M | $71,546 | $0 |
| 2023 | 2 | $3.2M | $68,326 | $0 |
| 2022 | 2 | $2.7M | $63,095 | $0 |