Plan Snapshot
- Plan Sponsor: Allotta Farley Co., L.P.A
- Sponsor EIN: 341316963
- Sponsor Address: 3240 LEVIS COMMONS BOULEVARD, PERRYSBURG, OH, 43551
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2024 | 9 | $1.8M | $38,389 | $61,399 |
| 2023 | 11 | $2.6M | $29,767 | $55,304 |
| 2022 | 9 | $2.2M | $22,284 | $55,795 |