Charles A. Drumm & Associates, INC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Charles A. Drumm & Associates, INC
  • Sponsor EIN: 341804686
  • Sponsor Address: 479 BAY HILL DRIVE, AVON LAKE, OH, 44012
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $1.8M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$1.8M$9,950$0
20232$1.7M$10,750$0
20222$1.5M$8,200$0

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