Plan Snapshot
- Plan Sponsor: Tritower Financial Group, LLC
- Sponsor EIN: 455240259
- Sponsor Address: 60 STATE STREET, 22ND FLOOR, BOSTON, MA, 02109
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $4.5M
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 | 14 | $4.5M | $160,049 | $226,469 |
| 2023 | 17 | $4.1M | $195,355 | $269,559 |