Plan Snapshot
- Plan Sponsor: Shetland Investments Limited Partnership
- Sponsor EIN: 042936220
- Sponsor Address: 100 CUMMINGS CENTER SUITE 218G, BEVERLY, MA, 01915
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $13.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 14 | $13.9M | $95,474 | $165,932 |
| 2023 | 13 | $12.3M | $104,337 | $167,746 |
| 2022 | 12 | $10.3M | $85,139 | $211,914 |