Plan Snapshot
- Plan Sponsor: Gillmor Financial Services, INC.
- Sponsor EIN: 341764632
- Sponsor Address: 8034 MAIN STREET, OLD FORT, OH, 44861
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $52.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 90 | $52.2M | $346,250 | $356,253 |
| 2023 | 101 | $49.4M | $377,000 | $410,993 |
| 2022 | 80 | $51.5M | $63,500 | $515,684 |