Gravel & Shea PC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Gravel & Shea PC
  • Sponsor EIN: 030270412
  • Sponsor Address: P. O. BOX 369, BURLINGTON, VT, 054020369
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 65
  • Total Assets: $25.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202565$25.8M$0$0
202448$21.7M$722,498$271,698
202342$25.0M$788,347$266,243
202241$20.8M$809,354$350,621

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