# Whitman Breed Abbott & Morgan LLC 401(k) Plan
Source: https://planprovider.pro/companies/whitman-breed-abbott-morgan-llc-401k-plan

> Whitman Breed Abbott & Morgan LLC's 401(k) plan: 46 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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