Plan Snapshot
- Plan Sponsor: Dewitt Investment Research & M
- Sponsor EIN: 232843139
- Sponsor Address: 3801 GERMANTOWN PIKE STE 203, COLLEGEVILLE, PA, 194264019
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $364,683
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 3 | $364,683 | $8,062 | $21,434 |
| 2023 | 3 | $287,596 | $7,370 | $18,148 |
| 2022 | 3 | $228,089 | $7,183 | $25,391 |