Plan Snapshot
- Plan Sponsor: Rene L. Cote Sons, INC.
- Sponsor EIN: 042521327
- Sponsor Address: 896 MAIN STREET, HOLYOKE, MA, 01040
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2025 | 10 | $13.0M | $240,648 | $167,469 |
| 2024 | 10 | $13.0M | $240,648 | $167,469 |
| 2023 | 12 | $12.4M | $209,311 | $145,665 |
| 2022 | 14 | $11.2M | $241,862 | $159,506 |