Plan Snapshot
- Plan Sponsor: Warshaw, Dicarlo & Poncia, P.C.
- Sponsor EIN: 270049969
- Sponsor Address: 10 NEWBURY STREET, BOSTON, MA, 02116
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 11
- Total Assets: $1.3M
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. |
|---|
| 2025 | 11 | $1.3M | $0 | $0 |
| 2024 | 9 | $1.0M | $31,765 | $79,611 |
| 2023 | 8 | $870,890 | $26,735 | $88,273 |
| 2022 | 10 | $787,792 | $32,310 | $96,866 |
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