Plan Snapshot
- Plan Sponsor: Crest Cadillac, INC.
- Sponsor EIN: 391361550
- Sponsor Address: 12800 WEST CAPITOL DRIVE, BROOKFIELD, WI, 53005
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 87
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2025 | 87 | $9.1M | $0 | $0 |
| 2024 | 78 | $7.5M | $124,432 | $599,078 |
| 2023 | 132 | $6.5M | $0 | $637,696 |
| 2022 | 120 | $5.6M | $151,425 | $615,210 |