# Winthrop Advisory Group 401(k) Plan
Source: https://planprovider.pro/companies/winthrop-advisory-group-401k-plan

> Winthrop Advisory Group's 401(k) plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Winthrop Advisory Group

- **Sponsor EIN:** 820994658

- **Sponsor Address:** 321 COLUMBUS AVENUE 3RD FLOOR, BOSTON, MA, 021092912

- **Plan Type:** 401(k)

- **Total Participants:** 24

- **Total Assets:** $4.2M

## 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|24|$4.2M|$165,846|$318,091|

| 2023|21|$3.2M|$168,292|$288,426|

| 2022|17|$2.3M|$155,862|$242,010|

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