Plan Snapshot
- Plan Sponsor: The Bulfinch Companies, INC.
- Sponsor EIN: 043254239
- Sponsor Address: 116 HUNTINGTON AVENUE, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $20.0M
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 | 57 | $20.0M | $469,680 | $791,329 |
| 2023 | 61 | $19.1M | $567,168 | $780,106 |
| 2022 | 59 | $15.8M | $616,321 | $717,389 |