Plan Snapshot
- Plan Sponsor: The Yuba Group LLC
- Sponsor EIN: 272627120
- Sponsor Address: 7 TROTTING HORSE DRIVE, LEXINGTON, MA, 02421
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $5.7M
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 | 9 | $5.7M | $156,207 | $214,450 |
| 2023 | 8 | $4.6M | $151,421 | $166,700 |
| 2022 | 7 | $4.2M | $77,020 | $125,710 |