Plan Snapshot
- Plan Sponsor: Joseph Tavone Incorporated
- Sponsor EIN: 050311926
- Sponsor Address: 69 BATH STREET, PROVIDENCE, RI, 02908
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $1.5M
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. |
|---|
| 2025 | 25 | $1.5M | $72,145 | $164,893 |
| 2024 | 25 | $1.5M | $72,145 | $164,893 |
| 2023 | 23 | $876,925 | $190,072 | $143,273 |