Plan Snapshot
- Plan Sponsor: Winthrop Advisory Group
- Sponsor EIN: 820994658
- Sponsor Address: 321 COLUMBUS AVENUE 3RD FLOOR, BOSTON, MA, 021092912
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 29
- Total Assets: $5.5M
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. |
|---|
| 2025 | 29 | $5.5M | $0 | $0 |
| 2024 | 24 | $4.2M | $165,846 | $318,091 |
| 2023 | 21 | $3.2M | $168,292 | $288,426 |
| 2022 | 17 | $2.3M | $155,862 | $242,010 |