Plan Snapshot
- Plan Sponsor: Kotin, Crabtree & Strong, LLP
- Sponsor EIN: 042719903
- Sponsor Address: THREE NEWTON EXECUTIVE PARK, NEWTON, MA, 02462
- Plan Type: 401(k)
- Total Participants: 28
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 28 | $16.0M | $77,663 | $286,205 |
| 2023 | 22 | $14.7M | $84,981 | $244,971 |
| 2022 | 25 | $12.8M | $77,475 | $312,329 |