Plan Snapshot
- Plan Sponsor: Clay W. Balyeat Co., L.P.A.
- Sponsor EIN: 341324719
- Sponsor Address: 1728 ALLENTOWN ROAD, LIMA, OH, 45805
- Plan Type: DC
- Total Participants: 3
- Total Assets: $1.3M
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 | 3 | $1.3M | $12,876 | $0 |
| 2023 | 2 | $1.2M | $17,889 | $0 |
| 2022 | 3 | $1.1M | $35,743 | $0 |