Plan Snapshot
- Plan Sponsor: Cannon & Dunphy, S.C.
- Sponsor EIN: 391527316
- Sponsor Address: 595 N. BARKER ROAD, BROOKFIELD, WI, 53008
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $5.8M
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. |
|---|
| 2024 | 22 | $5.8M | $17,634 | $179,095 |
| 2023 | 19 | $5.2M | $17,266 | $171,696 |
| 2022 | 19 | $4.4M | $14,857 | $200,685 |