Plan Snapshot
- Plan Sponsor: S&R Corporation
- Sponsor EIN: 020404568
- Sponsor Address: 706 BROADWAY STREET, LOWELL, MA, 01854
- Plan Type: 401(k)
- Total Participants: 78
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 78 | $8.7M | $105,243 | $253,060 |
| 2023 | 78 | $8.7M | $105,243 | $253,060 |
| 2022 | 83 | $6.9M | $89,968 | $194,895 |