Plan Snapshot
- Plan Sponsor: Milne Shaw & Robillard PC
- Sponsor EIN: 043291643
- Sponsor Address: 132 CENTRAL ST STE 200, FOXBORO, MA, 020352429
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $3.5M
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 | 6 | $3.5M | $45,637 | $79,903 |
| 2023 | 6 | $2.9M | $38,074 | $69,051 |
| 2022 | 5 | $2.5M | $38,203 | $66,494 |