Plan Snapshot
- Plan Sponsor: B. Feld & Co., LLC
- Sponsor EIN: 311580665
- Sponsor Address: 6500 CENTERVILLE BUSINESS PKWY, CENTERVILLE, OH, 45459
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $4.6M
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 | 5 | $4.6M | $54,834 | $73,398 |
| 2023 | 6 | $2.2M | $53,519 | $74,668 |
| 2022 | 6 | $1.6M | $47,856 | $60,748 |