Plan Snapshot
- Plan Sponsor: Grove Street Advisors, LLC
- Sponsor EIN: 043407430
- Sponsor Address: 2221 WASHINGTON STREET, NEWTON, MA, 02462
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $21.8M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 37 | $21.8M | $459,851 | $596,807 |
| 2023 | 36 | $18.3M | $441,100 | $559,328 |
| 2022 | 38 | $14.6M | $387,680 | $524,366 |