Plan Snapshot
- Plan Sponsor: S. Strock & Co., INC.
- Sponsor EIN: 041877860
- Sponsor Address: IMC NORTH, P.O. BOX 6113, CHELSEA, MA, 02150
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $8.2M
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 | 22 | $8.2M | $97,723 | $180,540 |
| 2023 | 21 | $6.9M | $0 | $150,425 |
| 2022 | 20 | $5.8M | $81,801 | $123,105 |