Plan Snapshot
- Plan Sponsor: The O'Connor Group, INC.
- Sponsor EIN: 043483678
- Sponsor Address: 24 WALNUT ST, BELMONT, MA, 02478
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2023 | 2 | $4.2M | $16,610 | $18,000 |
| 2022 | 3 | $2.8M | $26,510 | $39,000 |
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