Plan Snapshot
- Plan Sponsor: Cohen, Rife & Jutzi, PC
- Sponsor EIN: 860292783
- Sponsor Address: 4531 N 16TH ST, PHOENIX, AZ, 850165344
- Plan Type: DC
- Total Participants: 8
- Total Assets: $2.4M
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 | 8 | $2.4M | $19,791 | $0 |
| 2023 | 0 | $2.4M | $25,319 | $70,233 |
| 2022 | 0 | $2.0M | $21,158 | $64,477 |
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