Plan Snapshot
- Plan Sponsor: Joe Warren & Sons Co., INC.
- Sponsor EIN: 043141540
- Sponsor Address: 50 KERRY PLACE, NORWOOD, MA, 02062
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $8.6M
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 | 103 | $8.6M | $248,750 | $612,615 |
| 2023 | 102 | $6.9M | $101,261 | $249,925 |
| 2022 | 91 | $6.3M | $185,989 | $435,389 |