# Toomey Investment Management I 401(k) Plan
Source: https://planprovider.pro/companies/toomey-investment-management-i-271418696-001

> Toomey Investment Management I's 401(k) plan: 6 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Toomey Investment Management I

- **Sponsor EIN:** 271418696

- **Sponsor Address:** 420 CENTER ST FL 1, WALLINGFORD, CT, 064924207

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 6

- **Total Assets:** $1.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2025|6|$1.2M|$0|$0|

| 2024|5|$880,339|$72,531|$62,536|

| 2023|5|$426,801|$61,170|$44,979|

| 2022|4|$184,657|$56,414|$44,548|

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