Plan Snapshot
- Plan Sponsor: Morse, Barnes-Brown & Pendleton, P.C.
- Sponsor EIN: 043193655
- Sponsor Address: 480 TOTTEN POND ROAD, 4TH FLOOR, WALTHAM, MA, 02451
- Plan Type: DC
- Total Participants: 65
- Total Assets: $22.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 65 | $22.5M | $396,273 | $1.2M |
| 2023 | 64 | $20.3M | $385,453 | $856,841 |
| 2022 | 66 | $17.4M | $339,760 | $991,315 |