Plan Snapshot
- Plan Sponsor: Sulloway & Hollis, P.L.L.C.
- Sponsor EIN: 020227234
- Sponsor Address: 9 CAPITOL STREET, CONCORD, NH, 03301
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 32 | $18.5M | $19,135 | $554,960 |
| 2023 | 43 | $19.3M | $115,617 | $842,412 |
| 2022 | 65 | $17.7M | $96,305 | $759,393 |