Plan Snapshot
- Plan Sponsor: Brotschul Potts, LLC
- Sponsor EIN: 208044013
- Sponsor Address: 1 TOWER LANE, OAK BROOK TERRACE, IL, 60181
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 12 | $3.1M | $74,465 | $193,836 |
| 2023 | 14 | $2.4M | $62,232 | $190,634 |
| 2022 | 11 | $2.1M | $59,423 | $176,276 |