Plan Snapshot
- Plan Sponsor: Old Mountain Private Family Trust, INC.
- Sponsor EIN: 261998085
- Sponsor Address: 200 CLARENDON STREET, BOSTON, MA, 02116
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 20
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 20 | $5.5M | $0 | $0 |
| 2024 | 17 | $4.3M | $202,263 | $143,886 |
| 2023 | 16 | $3.4M | $169,440 | $177,221 |
| 2022 | 17 | $3.3M | $157,545 | $165,244 |