Gennari Aronson, LLP 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Gennari Aronson, LLP
  • Sponsor EIN: 271228816
  • Sponsor Address: 250 FIRST AVENUE, NEEDHAM, MA, 02494
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 15
  • Total Assets: $8.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202515$8.0M$0$0
202410$6.8M$67,519$180,758
202310$6.7M$67,930$185,066
202211$5.5M$66,267$162,681

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