Plan Snapshot
- Plan Sponsor: Gries Financial LLC
- Sponsor EIN: 341891243
- Sponsor Address: 1801 E 9TH ST STE 1600, CLEVELAND, OH, 441143188
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 25 | $14.1M | $251,061 | $583,519 |
| 2023 | 29 | $10.8M | $200,765 | $473,221 |
| 2022 | 24 | $8.3M | $193,662 | $429,534 |