Plan Snapshot
- Plan Sponsor: Goelzer Investment Management, INC.
- Sponsor EIN: 352030275
- Sponsor Address: 10 EAST MAIN STREET SUITE 110, CARMEL, IN, 46032
- Plan Type: DC
- Total Participants: 28
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 28 | $5.6M | $329,436 | $0 |
| 2023 | 30 | $5.1M | $284,520 | $0 |
| 2022 | 27 | $4.3M | $212,125 | $0 |