Plan Snapshot
- Plan Sponsor: Ursillo, Teitz & Ritch, Ltd.
- Sponsor EIN: 050385068
- Sponsor Address: 2 WILLIAMS STREET, PROVIDENCE, RI, 02903
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2024 | 9 | $7.2M | $100,000 | $91,500 |
| 2023 | 9 | $6.5M | $160,000 | $90,000 |
| 2022 | 9 | $5.6M | $150,000 | $81,000 |