Plan Snapshot
- Plan Sponsor: Taxbridge Financial Group INC.
- Sponsor EIN: 042838709
- Sponsor Address: 678 MASSACHUSETTS AVENUE, SUITE 203, CAMBRIDGE, MA, 02139
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 0 | $0 | $1,548 | $2,701 |
| 2022 | 3 | $2.0M | $53,362 | $36,564 |