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

> Goelzer Investment Management, INC.'s DC plan: 28 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 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|

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