Plan Snapshot
- Plan Sponsor: Es Property Management LLC
- Sponsor EIN: 320457527
- Sponsor Address: 3091 E 98TH ST STE 280, CARMEL, IN, 462801970
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 12
- Total Assets: $367,599
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2025 | 12 | $367,599 | $0 | $0 |
| 2024 | 9 | $272,289 | $12,268 | $53,590 |
| 2023 | 7 | $323,552 | $19,811 | $81,136 |
| 2022 | 11 | $188,498 | $17,830 | $82,654 |