Plan Snapshot
- Plan Sponsor: Off Wall Street Consulting Gro
- Sponsor EIN: 320659671
- Sponsor Address: 49 MARLBORO ST, NEWBURYPORT, MA, 019503130
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.9M
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 | 5 | $2.9M | $145,500 | $91,459 |
| 2023 | 8 | $2.4M | $171,500 | $117,109 |
| 2022 | 8 | $1.9M | $193,706 | $130,585 |