Plan Snapshot
- Plan Sponsor: J.M. Forbes & Co. LLP
- Sponsor EIN: 041335260
- Sponsor Address: 121 MOUNT VERNON STREET, BOSTON, MA, 02108
- Plan Type: DC
- Total Participants: 23
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 23 | $13.1M | $412,854 | $246,311 |
| 2023 | 20 | $12.0M | $288,219 | $260,726 |
| 2022 | 19 | $9.7M | $532,923 | $235,524 |