Plan Snapshot
- Plan Sponsor: Joseph Moldover, PC
- Sponsor EIN: 271393108
- Sponsor Address: 555 WASHINGTON STREET, SUITE 5, WELLESLEY, MA, 02482
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $830,043
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $830,043 | $13,897 | $46,000 |
| 2023 | 3 | $710,205 | $0 | $44,954 |
| 2022 | 3 | $576,588 | $13,306 | $41,000 |