# James J. Welch & Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/james-j-welch-co-inc-401k-plan

> James J. Welch & Co., INC.'s 401(k) plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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