Plan Snapshot
- Plan Sponsor: Tetrault Insurance Agency, INC.
- Sponsor EIN: 043174808
- Sponsor Address: 4317 ACUSHNET AVENUE, NEW BEDFORD, MA, 02745
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.3M
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 | 5 | $1.3M | $15,260 | $44,964 |
| 2023 | 5 | $1.1M | $11,300 | $31,268 |
| 2022 | 4 | $855,852 | $12,342 | $29,368 |