Plan Snapshot
- Plan Sponsor: Henry Elliott & Co, INC.
- Sponsor EIN: 043160761
- Sponsor Address: 1 WASHINGTON ST., WELLESLEY, MA, 02481
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 69
- Total Assets: $4.0M
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. |
|---|
| 2025 | 69 | $4.0M | $0 | $0 |
| 2024 | 39 | $3.4M | $0 | $182,848 |
| 2023 | 35 | $3.3M | $0 | $154,519 |
| 2022 | 27 | $4.5M | $0 | $216,218 |
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