Plan Snapshot
- Plan Sponsor: Sherin And Lodgen LLP
- Sponsor EIN: 042023901
- Sponsor Address: ONE LINCOLN STREET, 14TH FL, BOSTON, MA, 02111
- Plan Type: DC
- Plan Number: 001
- Total Participants: 49
- Total Assets: $25.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 49 | $25.1M | $908,423 | $0 |
| 2023 | 80 | $21.4M | $927,912 | $0 |
| 2022 | 58 | $17.9M | $833,566 | $0 |
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