Plan Snapshot
- Plan Sponsor: Lombardi, Clairmont & Keegan
- Sponsor EIN: 042511474
- Sponsor Address: 35 PEARL STREET, PITTSFIELD, MA, 01201
- Plan Type: DC
- Total Participants: 6
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 6 | $5.4M | $31,858 | $143,477 |
| 2023 | 7 | $4.5M | $35,208 | $163,247 |