Stroudwater Associates 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Stroudwater Associates
  • Sponsor EIN: 010459937
  • Sponsor Address: 1685 CONGRESS ST., SUITE 202, PORTLAND, ME, 04102
  • Plan Type: 401(k)
  • Total Participants: 29
  • Total Assets: $10.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202429$10.0M$149,303$397,994
202328$8.6M$114,766$333,945
202222$8.0M$130,830$328,032

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