Walter Shuffain, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Walter Shuffain, P.C.
  • Sponsor EIN: 043236498
  • Sponsor Address: ONE INTERNATIONAL PLACE, SUITE 1010, BOSTON, MA, 02110
  • Plan Type: 401(k)
  • Total Participants: 87
  • Total Assets: $30.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202487$30.0M$250,000$1.4M
202385$23.5M$250,000$1.1M
202274$20.5M$200,905$883,314

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