Plan Snapshot
- Plan Sponsor: Greene LLP
- Sponsor EIN: 270440110
- Sponsor Address: HERITAGE ON THE GREEN, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $4.0M | $197,000 | $52,000 |
| 2023 | 7 | $3.5M | $0 | $0 |
| 2022 | 7 | $3.3M | $189,304 | $120,000 |