Plan Snapshot
- Plan Sponsor: Case Consulting LLC
- Sponsor EIN: 452567087
- Sponsor Address: 18425 RUSTLING WOODS CT, LEESBURG, VA, 20175
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $23.3M
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 | 136 | $23.3M | $3.7M | $1.6M |
| 2023 | 60 | $12.9M | $1.1M | $1.0M |
| 2022 | 54 | $8.4M | $1.0M | $857,508 |