Plan Snapshot
- Plan Sponsor: John Moriarty & Associates, INC.
- Sponsor EIN: 042852561
- Sponsor Address: 3 CHURCH STREET, WINCHESTER, MA, 01890
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 424
- Total Assets: $104.8M
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. |
|---|
| 2023 | 424 | $104.8M | $1.4M | $5.1M |
| 2022 | 593 | $82.1M | $1.7M | $5.7M |