Plan Snapshot
- Plan Sponsor: Shea & Company, LLC
- Sponsor EIN: 204746707
- Sponsor Address: 200 CLARENDON STREET, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 42
- Total Assets: $16.5M
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. |
|---|
| 2024 | 42 | $16.5M | $0 | $669,225 |
| 2023 | 38 | $13.1M | $0 | $646,758 |
| 2022 | 36 | $9.8M | $2.0M | $631,184 |