Plan Snapshot
- Plan Sponsor: Windrose Advisors, LLC
- Sponsor EIN: 270558294
- Sponsor Address: 800 SOUTH STREET, WALTHAM, MA, 02453
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $5.7M
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 | 21 | $5.7M | $144,706 | $289,164 |
| 2023 | 20 | $4.4M | $122,994 | $258,394 |
| 2022 | 17 | $3.6M | $96,001 | $185,948 |