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)
- 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 | $79,557 | $65,699 |
| 2024 | 5 | $880,339 | $72,531 | $62,536 |
| 2023 | 5 | $426,801 | $61,170 | $44,979 |
| 2022 | 4 | $184,657 | $56,414 | $44,548 |