Plan Snapshot
- Plan Sponsor: Whalen Restoration Services, INC
- Sponsor EIN: 043058540
- Sponsor Address: 22 AMERICAN WAY, SOUTH DENNIS, MA, 02660
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $2.6M
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. |
|---|
| 2024 | 7 | $2.6M | $27,592 | $70,480 |
| 2023 | 22 | $2.1M | $38,424 | $81,340 |
| 2022 | 14 | $1.8M | $44,204 | $119,925 |