Plan Snapshot
- Plan Sponsor: Cohen, Todd, Kite & Stanford, LLC
- Sponsor EIN: 310527214
- Sponsor Address: 250 EAST FIFTH ST. SUITE 2350, CINCINNATI, OH, 452025136
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $22.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 17 | $22.3M | $77,174 | $195,360 |
| 2023 | 17 | $19.2M | $90,403 | $124,277 |
| 2022 | 18 | $17.4M | $108,847 | $179,130 |