# The Bulfinch Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-bulfinch-companies-inc-401k-plan

> The Bulfinch Companies, INC.'s 401(k) plan: 57 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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