Plan Snapshot
- Plan Sponsor: Gilbert A. Girtz, PC D/B/A Kluczynski, Girtz & Vogelzang
- Sponsor EIN: 382341813
- Sponsor Address: 3033 ORCHARD VISTA DRIVE. SE, GRAND RAPIDS, MI, 49546
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 14 | $1.9M | $47,568 | $113,729 |
| 2023 | 14 | $2.2M | $45,799 | $103,862 |
| 2022 | 14 | $2.5M | $45,393 | $99,836 |