Plan Snapshot
- Plan Sponsor: Northeast Retirement Services LLC
- Sponsor EIN: 815140646
- Sponsor Address: 12 GILL STREET, WOBURN, MA, 018011765
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $25.7M
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 | 85 | $25.7M | $564,138 | $1.1M |
| 2023 | 89 | $20.9M | $504,049 | $1.0M |
| 2022 | 81 | $17.2M | $434,995 | $852,788 |