Plan Snapshot
- Plan Sponsor: Winchester Savings Bank
- Sponsor EIN: 041978230
- Sponsor Address: 661 MAIN STREEET, WINCHESTER, MA, 01890
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 108
- Total Assets: $13.5M
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. |
|---|
| 2025 | 108 | $13.5M | $0 | $0 |
| 2024 | 72 | $11.4M | $206,643 | $528,361 |
| 2023 | 73 | $12.1M | $169,410 | $554,159 |
| 2022 | 70 | $10.3M | $74,420 | $487,196 |