# Sugar River Bank 401(k) Plan
Source: https://planprovider.pro/companies/sugar-river-bank-401k-plan

> Sugar River Bank's 401(k) plan: 76 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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