Plan Snapshot
- Plan Sponsor: Habeeb & Associates, INC.
- Sponsor EIN: 043413085
- Sponsor Address: 150 LONGWATER DR, NORWELL, MA, 02061
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $4.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 31 | $4.6M | $350,670 | $54,735 |
| 2023 | 23 | $3.6M | $305,567 | $74,414 |
| 2022 | 21 | $2.6M | $240,000 | $81,281 |