Plan Snapshot
- Plan Sponsor: Gerald C. Condon, Jr. & Associates
- Sponsor EIN: 391731751
- Sponsor Address: 200 S. WASHINGTON ST. SUITE 301, GREEN BAY, WI, 54301
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $2.8M | $18,335 | $77,001 |
| 2023 | 4 | $2.8M | $18,335 | $77,001 |
| 2022 | 4 | $2.4M | $17,374 | $67,102 |