Plan Snapshot
- Plan Sponsor: Geraci & Associates INC
- Sponsor EIN: 391672140
- Sponsor Address: N2539 CLEGHORN DR, WAUPACA, WI, 54981
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $1.4M | $0 | $0 |
| 2024 | 1 | $1.3M | $0 | $0 |
| 2023 | 1 | $1.0M | $0 | $0 |
| 2022 | 1 | $836,594 | $0 | $0 |