Plan Snapshot
- Plan Sponsor: Falsani, Balmer, Peterson & Balmer
- Sponsor EIN: 411251878
- Sponsor Address: 306 W SUPERIOR ST, DULUTH, MN, 558021803
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2023 | 11 | $1.1M | $126,016 | $87,462 |
| 2022 | 16 | $5.0M | $89,910 | $117,593 |