Plan Snapshot
- Plan Sponsor: M Bernstein Insurance Agency, INC.
- Sponsor EIN: 832060412
- Sponsor Address: 15 WHITE OAKS DRIVE, LONGMEADOW, MA, 01106
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $78,422
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1 | $78,422 | $10 | $0 |
| 2023 | 1 | $79,872 | $0 | $0 |
| 2022 | 1 | $20,251 | $0 | $0 |