Plan Snapshot
- Plan Sponsor: Partridge Zschau Insurance Agency, INC.
- Sponsor EIN: 042301951
- Sponsor Address: 25 MILLERS FALLS RD, TURNERS FALLS, MA, 01376
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 8
- Total Assets: $1.1M
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 | 8 | $1.1M | $0 | $0 |
| 2024 | 6 | $866,513 | $36,192 | $835 |
| 2023 | 5 | $702,512 | $32,331 | $790 |
| 2022 | 4 | $548,275 | $31,602 | $1,612 |