Plan Snapshot
- Plan Sponsor: Goelzer Investment Management, INC.
- Sponsor EIN: 352030275
- Sponsor Address: 10 EAST MAIN STREET, CARMEL, IN, 46032
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $12.0M
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 | 36 | $12.0M | $382,732 | $595,472 |
| 2023 | 36 | $9.8M | $333,522 | $559,916 |
| 2022 | 37 | $7.8M | $0 | $547,118 |