Plan Snapshot
- Plan Sponsor: Valentine & Kebartas, LLC
- Sponsor EIN: 474177347
- Sponsor Address: 15 UNION ST, LAWRENCE, MA, 018401866
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $966,623
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 34 | $966,623 | $8,451 | $39,131 |
| 2023 | 38 | $1.5M | $14,288 | $67,057 |
| 2022 | 37 | $1.2M | $5,542 | $72,451 |