Plan Snapshot
- Plan Sponsor: Hayes & Sherry, Ltd.
- Sponsor EIN: 873434376
- Sponsor Address: 146 WESTMINSTER STREET, PROVIDENCE, RI, 02903
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 10 | $4.1M | $37,792 | $137,652 |
| 2023 | 10 | $4.3M | $41,686 | $132,033 |
| 2022 | 10 | $3.5M | $25,288 | $126,637 |