Plan Snapshot
- Plan Sponsor: Sherin And Lodgen LLP
- Sponsor EIN: 042023901
- Sponsor Address: ONE LINCOLN STREET, 14TH FL, BOSTON, MA, 02111
- Plan Type: DC
- Total Participants: 70
- Total Assets: $21.2M
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 | 70 | $21.2M | $74,869 | $1.1M |
| 2023 | 75 | $17.7M | $58,266 | $926,984 |
| 2022 | 83 | $16.8M | $70,678 | $880,364 |
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