Plan Snapshot
- Plan Sponsor: Elion, Grieco & Shipman, P.C.
- Sponsor EIN: 232264295
- Sponsor Address: 125 EAST THIRD STREET, WILLIAMSPORT, PA, 17701
- Plan Type: DC
- Total Participants: 9
- Total Assets: $3.9M
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 | 9 | $3.9M | $130,982 | $102,030 |
| 2023 | 8 | $3.5M | $30,000 | $65,234 |
| 2022 | 9 | $3.1M | $30,000 | $87,373 |