Plan Snapshot
- Plan Sponsor: Greenwich Investment Resources
- Sponsor EIN: 010877571
- Sponsor Address: 45 WALDEN ST STE 2H, CONCORD, MA, 017422513
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $806,145
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 6 | $806,145 | $31,094 | $66,627 |
| 2023 | 6 | $547,778 | $39,064 | $79,030 |
| 2022 | 8 | $304,325 | $28,468 | $61,632 |