Plan Snapshot
- Plan Sponsor: Adr & Associates, Ltd.
- Sponsor EIN: 311499809
- Sponsor Address: 88 W. CHURCH ST., NEWARK, OH, 43055
- Plan Type: DC
- Total Participants: 23
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 23 | $4.8M | $286,964 | $0 |
| 2023 | 23 | $3.8M | $187,135 | $0 |
| 2022 | 20 | $3.4M | $185,224 | $0 |