Plan Snapshot
- Plan Sponsor: Freund, Freeze & Arnold Co.
- Sponsor EIN: 311080275
- Sponsor Address: 10 N. LUDLOW ST., SUITE 950, DAYTON, OH, 45402
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $17.2M
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. |
|---|
| 2024 | 23 | $17.2M | $53,988 | $160,939 |
| 2023 | 23 | $18.3M | $118,003 | $360,283 |
| 2022 | 99 | $19.8M | $169,629 | $454,984 |