Plan Snapshot
- Plan Sponsor: James J. Welch & Co., INC.
- Sponsor EIN: 042165271
- Sponsor Address: 27 CONGRESS STREET SUITE 503, SALEM, MA, 01970
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $2.3M
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 | 39 | $2.3M | $115,341 | $287,467 |
| 2023 | 39 | $1.7M | $104,263 | $261,518 |
| 2022 | 35 | $1.0M | $78,800 | $199,405 |