Plan Snapshot
- Plan Sponsor: Taurus Investment Holdings, LLC
- Sponsor EIN: 680528769
- Sponsor Address: TWO INTERNATIONAL PLACE, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $15.8M
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 | 98 | $15.8M | $0 | $1.1M |
| 2023 | 99 | $13.7M | $393,076 | $1.2M |
| 2022 | 102 | $10.5M | $510,098 | $975,817 |