Plan Snapshot
- Plan Sponsor: Dilts Macary & Calvin, LLC
- Sponsor EIN: 232484485
- Sponsor Address: 455 PENNSYLVANIA AVENUE, FORT WASHINGTON, PA, 19034
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $3.7M
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. |
|---|
| 2024 | 7 | $3.7M | $51,234 | $152,278 |
| 2023 | 6 | $3.1M | $45,318 | $117,699 |
| 2022 | 6 | $2.5M | $43,089 | $116,046 |