Plan Snapshot
- Plan Sponsor: Dutton Casey & Mesoloras, P.C.
- Sponsor EIN: 363954331
- Sponsor Address: 17 N. STATE STREET SUITE 890, CHICAGO, IL, 60602
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 13
- Total Assets: $3.4M
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. |
|---|
| 2025 | 13 | $3.4M | $0 | $0 |
| 2024 | 10 | $2.7M | $110,114 | $85,196 |
| 2023 | 7 | $2.2M | $71,819 | $85,212 |
| 2022 | 9 | $1.7M | $95,817 | $85,789 |