Plan Snapshot
- Plan Sponsor: Sullivan, Dixon & Company P.C.
- Sponsor EIN: 262860895
- Sponsor Address: 59 LOWES WAY SUITE 402, LOWELL, MA, 01851
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $2.1M | $22,590 | $74,380 |
| 2023 | 5 | $1.8M | $33,791 | $76,318 |