Plan Snapshot
- Plan Sponsor: New World Advisors, LLC
- Sponsor EIN: 824646243
- Sponsor Address: 350 LINCOLN ST. SUITE 1100, HINGHAM, MA, 02043
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $606,781
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $606,781 | $0 | $0 |
| 2024 | 5 | $380,339 | $37,962 | $73,875 |
| 2023 | 4 | $193,199 | $32,184 | $67,500 |
| 2022 | 4 | $59,876 | $27,241 | $33,760 |