Plan Snapshot
- Plan Sponsor: Sugar River Bank
- Sponsor EIN: 020195180
- Sponsor Address: P.O. BOX 569, NEWPORT, NH, 03773
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 76 | $9.6M | $253,873 | $341,891 |
| 2023 | 76 | $8.3M | $237,512 | $328,814 |
| 2022 | 76 | $6.7M | $229,268 | $282,479 |