# Off Wall Street Consulting Gro 401(k) Plan
Source: https://planprovider.pro/companies/off-wall-street-consulting-gro-plan

> Off Wall Street Consulting Gro's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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