Plan Snapshot
- Plan Sponsor: Allan Gerke & Sons, INC.
- Sponsor EIN: 391244145
- Sponsor Address: 15341 STATE HWY 131 S, TOMAH, WI, 546605331
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 295
- Total Assets: $9.9M
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. |
|---|
| 2023 | 295 | $9.9M | $482,070 | $629,573 |
| 2022 | 306 | $8.5M | $568,605 | $647,844 |