Guerriere & Halnon, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Guerriere & Halnon, INC.
  • Sponsor EIN: 042496296
  • Sponsor Address: P.O. BOX 235, MILFORD, MA, 01757
  • Plan Type: 401(k)
  • Total Participants: 28
  • Total Assets: $4.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202428$4.9M$28,494$167,558
202328$4.4M$25,693$162,016
202229$3.7M$33,687$176,607