Plan Snapshot
- Plan Sponsor: Welts, White & Fontaine, P.C.
- Sponsor EIN: 020337050
- Sponsor Address: P.O. BOX 507, NASHUA, NH, 03061
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $3.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 27 | $3.8M | $33,664 | $254,547 |
| 2023 | 23 | $3.6M | $21,945 | $227,996 |
| 2022 | 23 | $3.7M | $29,846 | $186,861 |