Plan Snapshot
- Plan Sponsor: Brancato, Haggerty, & Palmentere Lc
- Sponsor EIN: 431701278
- Sponsor Address: 2029 BURLINGTON STREET, SUITE #100, NORTH KANSAS CITY, MO, 64116
- Plan Type: DC
- Total Participants: 3
- Total Assets: $1.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $1.7M | $0 | $0 |
| 2023 | 3 | $1.4M | $0 | $0 |
| 2022 | 3 | $1.2M | $0 | $0 |