Michael & Grubert, P. C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Michael & Grubert, P. C.
  • Sponsor EIN: 201184700
  • Sponsor Address: 45 WALPOLE ST. SUITE 3, NORWOOD, MA, 020623319
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20250$0$11,586$11,300
20243$1.8M$66,627$50,575
20233$1.8M$51,955$48,655
20223$1.3M$73,512$45,615

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