Plan Snapshot
- Plan Sponsor: Ibn Financial Services
- Sponsor EIN: 161493299
- Sponsor Address: 404 OLD LIVERPOOL RD., LIVERPOOL, NY, 13088
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $314,554
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $314,554 | $22,759 | $51,696 |
| 2023 | 6 | $190,623 | $41,453 | $50,667 |