Plan Snapshot
- Plan Sponsor: Comply365, LLC
- Sponsor EIN: 270490525
- Sponsor Address: 655 THIRD STREET, BELOIT, WI, 53511
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 61 | $6.6M | $187,033 | $612,002 |
| 2023 | 50 | $5.4M | $149,588 | $528,867 |
| 2022 | 49 | $4.0M | $93,791 | $513,117 |