Plan Snapshot
- Plan Sponsor: Drs. Russell, Berkebile & Associates, INC.
- Sponsor EIN: 341032366
- Sponsor Address: 1720 COOPER FOSTER PARK RD., LORAIN, OH, 44053
- Plan Type: DC
- Total Participants: 10
- Total Assets: $6.3M
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 | 10 | $6.3M | $361,789 | $122,566 |
| 2023 | 15 | $8.3M | $255,542 | $129,912 |
| 2022 | 17 | $14.4M | $199,093 | $186,327 |