Plan Snapshot
- Plan Sponsor: Harsip & Stuart, P.C.
- Sponsor EIN: 273939711
- Sponsor Address: 289 GREAT RD UNIT 101, ACTON, MA, 01720
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $670,427
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 | 3 | $670,427 | $4,451 | $30,945 |
| 2023 | 3 | $710,165 | $1,856 | $24,356 |
| 2022 | 2 | $571,461 | $4,493 | $27,526 |