Esler & Vanderschaaff Co., L.P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Esler & Vanderschaaff Co., L.P.A.
  • Sponsor EIN: 311399107
  • Sponsor Address: 2912 SPRINGBORO RD W STE 100, DAYTON, OH, 454391674
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $551,560

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$551,560$15,160$2,500
20234$840,701$15,546$2,525
20224$877,205$17,901$3,100

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