Plan Snapshot
- Plan Sponsor: Charles T. Simon Company
- Sponsor EIN: 341315369
- Sponsor Address: 23550 CENTER RIDGE ROAD, 206, WESTLAKE, OH, 44145
- Plan Type: DC
- Total Participants: 5
- Total Assets: $384,039
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $384,039 | $36,757 | $0 |
| 2023 | 5 | $331,588 | $29,400 | $0 |
| 2022 | 5 | $310,230 | $35,925 | $0 |