Plan Snapshot
- Plan Sponsor: Marsh, Moriarty, Ontell & Golder, P.C.
- Sponsor EIN: 042806520
- Sponsor Address: 99 ROSEWOOD DRIVE, DANVERS, MA, 01923
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 26 | $6.5M | $84,000 | $196,870 |
| 2023 | 26 | $6.5M | $84,000 | $196,870 |
| 2022 | 23 | $5.5M | $83,939 | $195,398 |