Plan Snapshot
- Plan Sponsor: Westfield Capital Management, L.P.
- Sponsor EIN: 800175963
- Sponsor Address: ONE FINANCIAL CENTER, BOSTON, MA, 02111
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $45.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 62 | $45.3M | $789,395 | $1.4M |
| 2023 | 60 | $38.0M | $823,953 | $1.1M |
| 2022 | 60 | $31.1M | $715,328 | $1.0M |