Plan Snapshot
- Plan Sponsor: Haviland & Sams, LLC
- Sponsor EIN: 364530690
- Sponsor Address: 30 STANFORD DR., FARMINGTON, CT, 06032
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.7M
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 | 4 | $1.7M | $44,226 | $53,038 |
| 2023 | 3 | $1.4M | $42,591 | $38,538 |
| 2022 | 3 | $1.1M | $36,277 | $32,212 |