Plan Snapshot
- Plan Sponsor: Smith Duggan Cornell & Gollub LLP
- Sponsor EIN: 043067315
- Sponsor Address: 55 OLD BEDFORD ROAD, LINCOLN, MA, 01773
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 41
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 41 | $14.7M | $133,530 | $375,411 |
| 2023 | 34 | $12.5M | $281,424 | $230,011 |
| 2022 | 28 | $10.2M | $241,626 | $266,622 |
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