# J.M. Forbes & Co. LLP DC Plan
Source: https://planprovider.pro/companies/j-m-forbes-co-llp-plan

> J.M. Forbes & Co. LLP's DC plan: 23 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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