Welch Associates Land Surveyor 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Welch Associates Land Surveyor
  • Sponsor EIN: 043381736
  • Sponsor Address: 218 N MAIN ST, WEST BRIDGEWATER, MA, 023791273
  • Plan Type: 401(k)
  • Total Participants: 14
  • Total Assets: $4.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$4.6M$47,818$124,681
202315$3.7M$44,505$106,042
202214$2.9M$41,947$92,413

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