# Goelzer Investment Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/goelzer-investment-management-inc-401k-plan

> Goelzer Investment Management, INC.'s 401(k) plan: 36 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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