Plan Snapshot
- Plan Sponsor: Curtis, Heinz, Garrett & O'Keefe, P.C.
- Sponsor EIN: 431433832
- Sponsor Address: 130 SOUTH BEMISTON AVE, SUITE 200, ST. LOUIS, MO, 63105
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 40 | $8.2M | $551,222 | $221,143 |
| 2023 | 31 | $7.4M | $561,797 | $162,249 |
| 2022 | 31 | $6.5M | $532,133 | $174,852 |