Plan Snapshot
- Plan Sponsor: Sherpa Technology Group LLC
- Sponsor EIN: 831052672
- Sponsor Address: 184 HIGH ST STE 401, BOSTON, MA, 021103028
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 12 | $1.2M | $0 | $153,846 |
| 2023 | 13 | $1.1M | $0 | $138,130 |
| 2022 | 10 | $882,912 | $0 | $52,463 |