Plan Snapshot
- Plan Sponsor: Spencer Financial, LLC
- Sponsor EIN: 202118749
- Sponsor Address: 327A BOSTON POST RD, SUDBURY, MA, 01776
- Plan Type: DC
- Total Participants: 2
- Total Assets: $2.1M
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 | 2 | $2.1M | $138,000 | $0 |
| 2023 | 2 | $1.7M | $132,000 | $0 |
| 2022 | 2 | $1.3M | $122,000 | $0 |