Plan Snapshot
- Plan Sponsor: Dana Investment Advisors INC.
- Sponsor EIN: 391512278
- Sponsor Address: 20700 SWENSON DRIVE, WAUKESHA, WI, 53186
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $71.9M
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 | 62 | $71.9M | $1.5M | $1.0M |
| 2023 | 53 | $57.1M | $1.4M | $809,363 |
| 2022 | 53 | $40.0M | $1.4M | $634,481 |