Plan Snapshot
- Plan Sponsor: Walnut 65 Holdings, INC.
- Sponsor EIN: 042009706
- Sponsor Address: 65 WALNUT STREET, PEABODY, MA, 01960
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $5.2M
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. |
|---|
| 2024 | 31 | $5.2M | $0 | $215,298 |
| 2023 | 35 | $4.7M | $423 | $196,620 |
| 2022 | 33 | $4.3M | $0 | $210,230 |