Plan Snapshot
- Plan Sponsor: Investor Group Services, LLC
- Sponsor EIN: 204754463
- Sponsor Address: 855 BOYLSTON STREET, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $15.2M
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 | 89 | $15.2M | $560,579 | $1.2M |
| 2023 | 109 | $12.2M | $414,952 | $896,319 |
| 2022 | 103 | $9.6M | $295,404 | $616,845 |