Plan Snapshot
- Plan Sponsor: Ware Fressola Maguire & Barber LLP
- Sponsor EIN: 061150786
- Sponsor Address: 55 CORPORATE DR STE 3, TRUMBULL, CT, 066111377
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.9M
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. |
|---|
| 2025 | 6 | $1.9M | $10,486 | $52,302 |
| 2024 | 8 | $1.9M | $18,641 | $89,573 |
| 2023 | 9 | $1.7M | $19,509 | $113,895 |
| 2022 | 10 | $1.4M | $21,526 | $108,491 |