Plan Snapshot
- Plan Sponsor: Gardiner, Koch, Weisberg & Wrona
- Sponsor EIN: 363833245
- Sponsor Address: 500 COMMERCIAL CT, LAKE GENEVA, WI, 53147
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 21 | $3.3M | $60,062 | $167,920 |
| 2023 | 22 | $3.0M | $61,867 | $182,809 |
| 2022 | 23 | $2.4M | $60,012 | $160,708 |