Plan Snapshot
- Plan Sponsor: North Brookfield Savings Bank
- Sponsor EIN: 874195885
- Sponsor Address: 35 SUMMER STREET, NORTH BROOKFIELD, MA, 01535
- Plan Type: 401(k)
- Total Participants: 58
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 58 | $4.9M | $72,988 | $233,296 |
| 2023 | 56 | $4.1M | $92,970 | $274,785 |
| 2022 | 62 | $3.2M | $96,470 | $298,721 |