Plan Snapshot
- Plan Sponsor: Millbury National Bank
- Sponsor EIN: 041621330
- Sponsor Address: 18 MAIN STREET, MILLBURY, MA, 01527
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 21 | $1.9M | $0 | $64,987 |
| 2023 | 20 | $1.9M | $0 | $65,416 |
| 2022 | 16 | $1.6M | $0 | $65,007 |