Plan Snapshot
- Plan Sponsor: The 1911 Trust Company, LLC
- Sponsor EIN: 270204770
- Sponsor Address: 400 ESSEX ST, BEVERLY, MA, 01915
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $8.3M
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 | 19 | $8.3M | $160,385 | $294,436 |
| 2023 | 18 | $6.5M | $159,391 | $327,085 |
| 2022 | 17 | $4.7M | $163,888 | $292,781 |