Plan Snapshot
- Plan Sponsor: Spillane & Spillane, LLP
- Sponsor EIN: 043448107
- Sponsor Address: 23 INSTITUTE ROAD, WORCESTER, MA, 01609
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 5 | $1.6M | $15,030 | $61,000 |
| 2023 | 5 | $1.4M | $9,475 | $60,000 |
| 2022 | 5 | $1.2M | $11,287 | $47,500 |