Plan Snapshot
- Plan Sponsor: Whitman Breed Abbott & Morgan LLC
- Sponsor EIN: 061432923
- Sponsor Address: 500 WEST PUTNAM AVENUE, GREENWICH, CT, 06830
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $28.0M
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 | 46 | $28.0M | $452,458 | $586,391 |
| 2023 | 45 | $24.7M | $478,152 | $600,392 |
| 2022 | 49 | $19.7M | $467,148 | $613,949 |