Plan Snapshot
- Plan Sponsor: Sherbrooke Capital Ii, INC.
- Sponsor EIN: 208510366
- Sponsor Address: PO BOX 81386, WELLESLEY, MA, 02481
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $1.3M
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. |
|---|
| 2025 | 2 | $1.3M | $0 | $0 |
| 2024 | 2 | $1.5M | $1,636 | $38,550 |
| 2023 | 2 | $1.4M | $2,257 | $47,250 |
| 2022 | 2 | $1.3M | $2,260 | $48,710 |