Plan Snapshot
- Plan Sponsor: Francis L. Dean & Associates, LLC
- Sponsor EIN: 261918036
- Sponsor Address: 1776 SOUTH NAPERVILLE ROAD, WHEATON, IL, 60189
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $9.7M
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. |
|---|
| 2024 | 39 | $9.7M | $113,072 | $194,913 |
| 2023 | 32 | $8.3M | $105,092 | $180,014 |
| 2022 | 35 | $6.8M | $90,025 | $146,251 |