Plan Snapshot
- Plan Sponsor: Nardella & Taylor, LLP
- Sponsor EIN: 042979611
- Sponsor Address: 24 HARTWELL AVENUE, LEXINGTON, MA, 02421
- Plan Type: DC
- Total Participants: 25
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 25 | $11.4M | $92,965 | $352,381 |
| 2023 | 25 | $12.1M | $88,614 | $339,779 |
| 2022 | 29 | $9.1M | $99,205 | $346,397 |