Plan Snapshot
- Plan Sponsor: Green Wealth Management Group
- Sponsor EIN: 863322118
- Sponsor Address: 555 HERITAGE ROAD, SOUTHBURY, CT, 06488
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | $2.0M | $106,233 | $111,619 |
| 2023 | 7 | $1.8M | $111,942 | $94,646 |
| 2022 | 7 | $1.3M | $60,671 | $79,593 |