Plan Snapshot
- Plan Sponsor: Savy & Savy, P. C.
- Sponsor EIN: 043091380
- Sponsor Address: 33 BROAD STREET, SUITE 1001, BOSTON, MA, 02109
- Plan Type: DC
- Total Participants: 5
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $7.7M | $132,869 | $14,500 |
| 2023 | 5 | $6.8M | $128,000 | $16,000 |
| 2022 | 5 | $6.4M | $93,000 | $0 |