Plan Snapshot
- Plan Sponsor: Moody Aldrich Partners, LLC
- Sponsor EIN: 043011533
- Sponsor Address: 18 SEWALL ST., MARBLEHEAD, MA, 01945
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 14
- Total Assets: $3.2M
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 | 14 | $3.2M | $0 | $121,899 |